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CBSECBSE
6 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ELEVATION SERIES TRUST

OSAIC HOLDINGS, INC. holds 1,918 shares of CBSE (ELEVATION SERIES TRUST), worth $100,422 as of 2026-Q2. The position was decreased (-7.4% shares). CBSE represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$100,422

Current Shares

1,918

Total Value Change

-$141,435

Total Shares Change

-6,176

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1,918
-7.4%
$100,4220.0%$52.36
0
2026-Q1
Increased
2,072
+92.7%
$82,5050.0%$41.90
34
2025-Q4
Decreased
1,075
-39.6%
$42,3890.0%$39.71
0
2025-Q3
Increased
1,780
+44.7%
$73,5350.0%$41.20
29
2025-Q2
Decreased
1,230
-84.8%
$45,1970.0%$36.41
0
2025-Q1
New
8,094
-
$241,8570.0%$30.07
32

Other major holders of CBSE: JPMORGAN CHASE & CO, Waverly Advisors, LLC

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