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Elevation Series Trust shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning Group investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Elevation Series Trust by Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $206k 5.0k 41.10
2025-12-31 $234k 5.5k 42.55
2025-09-30 $239k 5.5k 43.46

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Vanguard Scottsdale Fds Short Term Treas (VGSH)
Costco Wholesale Corporation (COST)
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View all positions for Retirement Planning Group

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