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 |
|---|---|---|---|---|---|
| TrueMark Investments | 192k | $8.2M | 4% | Dec 2025 |
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| AE Wealth Management | 105k | $4.5M | 9701% | Dec 2025 |
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| Authentikos Wealth Advisory | 48k | $2.1M | -3% | Dec 2025 |
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| Lloyd Advisory Services | 38k | $1.6M | 100% | Dec 2025 |
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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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| B.O.S.S. Retirement Advisors | 12k | $504k | 100% | Dec 2025 |
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| Great Lakes Retirement | 6.1k | $260k | 100% | Dec 2025 |
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| Aptus Capital Advisors | 5.5k | $234k | 0% | Dec 2025 |
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| Retirement Planning Group | 5.5k | $234k | 0% | Dec 2025 |
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| LifeWealth Investments | 5.3k | $227k | 100% | Dec 2025 |
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| Capital Investment Advisory Services | 3.4k | $146k | 100% | Dec 2025 |
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| Kingdom Financial Group | 2.0k | $86k | 100% | Dec 2025 |
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| Advisor Group Holdings | 1.3k | $55k | 0% | Dec 2025 |
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| Kestra Advisory Services | 973.00 | $41k | 100% | Dec 2025 |
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| SRS Capital Advisors | 600.00 | $26k | 0% | Dec 2025 |
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| Quest 10 Wealth Builders | 484.00 | $21k | 100% | Dec 2025 |
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| Networth Advisors | 435.00 | $19k | 100% | Dec 2025 |
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| Assetmark | 8.00 | $340.000000 | 100% | Dec 2025 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Weaver Consulting Group | Sep 2025 | 4.8k | $207k |
| UBS Group | Sep 2025 | 36.00 | $1.6k |