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Elevation Series Trust shares owned by Great Lakes Retirement

Quarter-by-quarter ownership of Elevation Series Trust (OCTZ) shares owned by Great Lakes Retirement from 13F filings

Historical chart of Great Lakes Retirement investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Great Lakes Retirement consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Great Lakes Retirement

Quarter filed Position value Share count Share price at filing
2025-12-31 $260k 6.1k 42.55

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View all positions for Great Lakes Retirement

Top funds holding Elevation Series Trust

TrueMark Investments
AE Wealth Management
Authentikos Wealth Advisory
Lloyd Advisory Services
Old Mission Capital
B.O.S.S. Retirement Advisors
Great Lakes Retirement
Wolverine Trading
Aptus Capital Advisors
Retirement Planning Group
LifeWealth Investments
Capital Investment Advisory Services
Kingdom Financial Group
Advisor Group Holdings
Kestra Advisory Services

View all funds holding Elevation Series Trust