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QBUL ELEVATION SERIES TRUST

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TRUSHARES BULL (fund)

31 managers (31 13F filers) reported a position in QBUL shares at 2025-03-31, 1,753,178 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
31
13F filers
31
New
3
Added
17
Reduced
7
Sold out
2
Shares held by filers
1,753,178

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AE Wealth Management LLC959,716$23.9M0.2%+14,27913F-HRTimeline
Lloyd Advisory Services, LLC.122,684$3.05M1.53%-6,06113F-HRTimeline
Mid-American Wealth Advisory Group, Inc.89,736$2.23M1.2%+8,26713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC68,987$1.72M0.5%+87013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC64,247$1.6M0.53%+31,86013F-HR/ATimeline
Wellment Financial57,954$1.44M1.9%+98513F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC53,186$1.32M0.35%new13F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC45,850$1.14M0.21%13F-HRTimeline
Authentikos Wealth Advisory, LLC45,525$1.13M0.88%+24,14113F-HR/ATimeline
Elevated Capital Advisors, LLC41,182$1.02M0.29%+2,07813F-HRTimeline
SMART Wealth LLC31,966$795K0.28%+3,29713F-HRTimeline
Outlook Wealth Advisors, LLC26,758$665K0.19%-45413F-HRTimeline
Great Lakes Retirement, Inc.24,078$599K0.08%-1,13413F-HRTimeline
OLD MISSION CAPITAL LLC21,572$536K0.01%new13F-HRTimeline
LifeWealth Investments, LLC21,040$523K0.25%+9,18013F-HR/ATimeline
FWG Investments, LLC.18,146$451K0.53%+4,04413F-HRTimeline
Csenge Advisory Group17,140$424K0.02%+2,90913F-HRTimeline
GeoWealth Management, LLC15,936$396K0.02%+1,28613F-HRTimeline
FSA Advisors, Inc.12,035$299K0.24%+2,66413F-HRTimeline
Quest 10 Wealth Builders, Inc.7,028$175K0.19%+1,52013F-HRTimeline
Lord & Richards Wealth Management, LLC2,873$71.4K0.08%-10,54613F-HRTimeline
POM Investment Strategies, LLC1,904$47.3K0.06%-25413F-HRTimeline
Transce3nd, LLC1,299$32.3K0.01%+213F-HRTimeline
Park Square Financial Group, LLC1,146$28.5K0.02%+74813F-HRTimeline
Capital A Wealth Management, LLC405$10.1K0.01%-87413F-HRTimeline
Pineridge Advisors LLC336$8.35K<0.01%+413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.200$4.97K<0.01%new13F-HRTimelineGroup
Decker Retirement Planning Inc.164$4.08K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC67$1.67K<0.01%013F-HRTimeline
New Millennium Group LLC18$447<0.01%-5313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.