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 | 513k | $23M | 87% | Jun 2026 |
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| Authentikos Wealth Advisory | 46k | $2.1M | -8% | Jun 2026 |
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| Old Mission Capital | 38k | $1.7M | 256% | Jun 2026 |
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| Elevated Capital Advisors | 6.5k | $299k | -49% | Jun 2026 |
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| Aptus Capital Advisors | 5.5k | $251k | 0% | Jun 2026 |
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| Retirement Planning Group | 5.0k | $229k | 0% | Jun 2026 |
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| Weaver Consulting Group | 4.6k | $212k | 100% | Jun 2026 |
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| Susquehanna International | 4.5k | $205k | 100% | Jun 2026 |
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| Capital Investment Advisory Services | 3.5k | $161k | 0% | Jun 2026 |
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| AE Wealth Management | 2.1k | $98k | -99% | Jun 2026 |
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| IFG Advisory | 1.7k | $76k | 100% | Jun 2026 |
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| Advisor Group Holdings | 1.3k | $60k | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 890.00 | $41k | 100% | Jun 2026 |
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| SRS Capital Advisors | 600.00 | $27k | 0% | Jun 2026 |
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| Compass Financial Management | 305.00 | $14k | 100% | Jun 2026 |
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| Mosley Wealth Management | 140.00 | $6.4k | 100% | Jun 2026 |
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| POM Investment Strategies | 75.00 | $3.4k | -100% | Jun 2026 |
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| Tounjian Advisory Partners | 73.00 | $3.4k | 100% | Jun 2026 |
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| Lloyd Advisory Services | 47.00 | $2.2k | -98% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 21.00 | $960.000300 | 100% | Jun 2026 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| FSR Wealth Management | Mar 2026 | 35k | $1.4M |
| SMART Wealth | Mar 2026 | 20k | $800k |
| Outlook Wealth Advisors | Mar 2026 | 16k | $660k |
| Family Wealth Group | Mar 2026 | 14k | $557k |
| Integrated Wealth Management | Mar 2026 | 12k | $492k |
| B.O.S.S. Retirement Advisors | Mar 2026 | 11k | $455k |
| Howard Bailey Securities | Mar 2026 | 10k | $429k |
| FSA Advisors | Mar 2026 | 9.5k | $390k |
| Networth Advisors | Mar 2026 | 9.1k | $376k |
| LifeWealth Investments | Mar 2026 | 6.5k | $268k |
| Great Lakes Retirement | Mar 2026 | 5.6k | $231k |
| Quest 10 Wealth Builders | Mar 2026 | 5.0k | $205k |
| Csenge Advisory Group | Mar 2026 | 5.0k | $204k |
| Kingdom Financial Group | Mar 2026 | 2.3k | $93k |
| Key Capital Management | Mar 2026 | 313.00 | $13k |
| Decker Retirement Planning | Mar 2026 | 173.00 | $7.1k |
| UBS Group | Mar 2026 | 89.00 | $3.7k |