Who owns ELEVATION SERIES TRUST?
- Ticker: OCTZ
- CUSIP Number: 210322780
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Analyze quarterly positions in Elevation Series Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Elevation Series Trust stock
Who bought or sold ELEVATION SERIES TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| AE Wealth Management | 426k | $18M | 306% | Mar 2026 |
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| TrueMark Investments | 274k | $11M | 43% | Mar 2026 |
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| Authentikos Wealth Advisory | 49k | $2.0M | 2% | Mar 2026 |
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| FSR Wealth Management | 35k | $1.4M | 100% | Mar 2026 |
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| POM Investment Strategies | 28k | $1.2M | 100% | Mar 2026 |
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| SMART Wealth | 20k | $800k | 100% | Mar 2026 |
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| Outlook Wealth Advisors | 16k | $660k | 100% | Mar 2026 |
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| Old Mission Capital | 14k | $591k | 100% | Dec 2025 |
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| Family Wealth Group | 14k | $557k | 100% | Mar 2026 |
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| Elevated Capital Advisors | 13k | $523k | 100% | Mar 2026 |
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| Integrated Wealth Management | 12k | $492k | 100% | Mar 2026 |
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| B.O.S.S. Retirement Advisors | 11k | $455k | -7% | Mar 2026 |
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| Howard Bailey Securities | 10k | $429k | 100% | Mar 2026 |
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| FSA Advisors | 9.5k | $390k | 100% | Mar 2026 |
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| Networth Advisors | 9.1k | $376k | 2002% | Mar 2026 |
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| LifeWealth Investments | 6.5k | $268k | 22% | Mar 2026 |
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| Great Lakes Retirement | 5.6k | $231k | -8% | Mar 2026 |
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| Aptus Capital Advisors | 5.5k | $226k | 0% | Mar 2026 |
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| Retirement Planning Group | 5.0k | $206k | -9% | Mar 2026 |
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| Quest 10 Wealth Builders | 5.0k | $205k | 931% | Mar 2026 |
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| Csenge Advisory Group | 5.0k | $204k | 100% | Mar 2026 |
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| Capital Investment Advisory Services | 3.5k | $145k | 3% | Mar 2026 |
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| Kingdom Financial Group | 2.3k | $93k | 12% | Mar 2026 |
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| Lloyd Advisory Services | 2.3k | $93k | -94% | Mar 2026 |
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| Advisor Group Holdings | 1.3k | $55k | 0% | Dec 2025 |
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| SRS Capital Advisors | 600.00 | $25k | 0% | Mar 2026 |
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| Key Capital Management | 313.00 | $13k | 100% | Mar 2026 |
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| Decker Retirement Planning | 173.00 | $7.1k | 100% | Mar 2026 |
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| UBS Group | 89.00 | $3.7k | 100% | Mar 2026 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kestra Advisory Services | Dec 2025 | 973.00 | $41k |