Elevated Capital Advisors’s TrueShares Structured Outcome October ETF OCTZ Stock Holding History

Elevated Capital Advisors’s Portfolio OCTZ Stock Details OCTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$523K	Buy	+12,731	New	+$540K	0.13%	174

Other funds holding OCTZ

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return

Integrated Wealth Management (Ohio) Uniontown, Ohio $87.2M AUM

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Elevated Capital Advisors's OCTZ Position: Q1 2026 in Review

Elevated Capital Advisors opened a new position in TrueShares Structured Outcome October ETF (OCTZ) in Q1 2026: 12,731 shares worth $523K. The stake represents 0.13% of the portfolio and ranks #174 among its holdings.

30 funds tracked by Wall St. Rank hold OCTZ as of Q1 2026.

Elevated Capital Advisors held 12,731 shares of TrueShares Structured Outcome October ETF worth $523K as of Q1 2026.
TrueShares Structured Outcome October ETF was a new Elevated Capital Advisors position in Q1 2026.
TrueShares Structured Outcome October ETF made up 0.13% of Elevated Capital Advisors's portfolio in Q1 2026, its #174 holding.
30 funds tracked by Wall St. Rank held TrueShares Structured Outcome October ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.