Elevation Series Trust shares owned by Todd Wealth Management
Quarter-by-quarter ownership of Elevation Series Trust (OCTZ) shares owned by Todd Wealth Management
from 13F filings
Historical chart of Todd Wealth Management investment in Elevation Series Trust
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Quarterly reported holdings in Elevation Series Trust by Todd Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $256k | 5.6k | 45.70 |
| 2026-03-31 | $230k | 5.6k | 41.10 |
| 2025-12-31 | $238k | 5.6k | 42.55 |