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Elevation Series Trust shares owned by Kingdom Financial Group

Quarter-by-quarter ownership of Elevation Series Trust (OCTZ) shares owned by Kingdom Financial Group from 13F filings

Historical chart of Kingdom Financial Group investment in Elevation Series Trust

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All positions including Elevation Series Trust held by Kingdom Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Kingdom Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $86k 2.0k 42.55

More positions owned by Kingdom Financial Group

Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
NVIDIA Corporation (NVDA)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Boulder Growth & Income Fund (STEW)

View all positions for Kingdom Financial Group

Top funds holding Elevation Series Trust

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

View all funds holding Elevation Series Trust