ELEVATION SERIES TRUST

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QBUL·210322400·US·ETF

QBUL (ELEVATION SERIES TRUST) is held by 3 institutional investors as of Q2 2026. Largest holders: AE Wealth Management LLC ($801,651), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($1,738), MORGAN STANLEY ($1,304). Net institutional sentiment: Bearish.

3

Holders

(2 Elite)

$804,693

Total Value

25% (4)

Consensus

1 buying - 3 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)55

Insider (Form 4)70

Activist (13D/13G)27

Congressional (STOCK Act)26

Holder Quality

65

★★★★★

Elite

13

★★★★

Strong

73

★★★

Solid

31

★★

Below

30

★

Weak

Held by 3 funds

2 elite

Who's Trading

Source dates: Price Oct 9, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for QBUL.

Top Holders

Top Holders (3)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AE Wealth Management LLC	Decreased	33,202(-70.5%)	$801,651	0.0%	+2.99%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	New	72	$1,738	0.0%	-0.21%	17
MORGAN STANLEY	Unchanged	54	$1,304	0.0%	+0.73%	0
OSAIC HOLDINGS, INC.	Exited	0(-100.0%)	$7,071	0.0%	+3.90%	0
UBS Group AG	Exited	0(-100.0%)	$1,862	0.0%	+3.81%	0

QBULELEVATION SERIES TRUST

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer