Howard Bailey Securities »

Elevation Series Trust shares owned by Howard Bailey Securities

Quarter-by-quarter ownership of Elevation Series Trust (OCTZ) shares owned by Howard Bailey Securities from 13F filings

Historical chart of Howard Bailey Securities investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Howard Bailey Securities consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Elevation Series Trust by Howard Bailey Securities

Quarter filed Position value Share count Share price at filing
2026-03-31 $429k 10k 41.10

More positions owned by Howard Bailey Securities

Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
American Centy Etf Tr Avantis All Int (AVNM)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Series Trust State Street Spd (SPYM)
Ishares Core Msci Emkt (IEMG)
Aim Etf Products Trust Allianzim Us Eqt (SIXO)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Aim Etf Products Trust Allianzim Us Equ (OCTW)
Simplify Exchange Traded Fun Managed Futures (CTA)
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)
Aim Etf Products Trust Allianzim Us Eqt (SEPW)

View all positions for Howard Bailey Securities

Top funds holding Elevation Series Trust

AE Wealth Management
TrueMark Investments
Authentikos Wealth Advisory
FSR Wealth Management
POM Investment Strategies
SMART Wealth
Outlook Wealth Advisors
Old Mission Capital
Family Wealth Group
Elevated Capital Advisors
Integrated Wealth Management
B.O.S.S. Retirement Advisors
Howard Bailey Securities
FSA Advisors
Networth Advisors

View all funds holding Elevation Series Trust