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CEFZCEFZ
4 quarters

Position history for MML INVESTORS SERVICES, LLCMML INVESTORS SERVICES, LLC's holdings in ELEVATION SERIES TRUST

MML INVESTORS SERVICES, LLC holds 90,325 shares of CEFZ (ELEVATION SERIES TRUST), worth $743,308 as of 2026-Q2. The position was increased (+45.5% shares). CEFZ represents 0.0% of MML INVESTORS SERVICES, LLC's portfolio.

Current Value

$743,308

Current Shares

90,325

Total Value Change

-$17,929

Total Shares Change

-2,565

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
90,325
+45.5%
$743,3080.0%$8.16
33
2026-Q1
Decreased
62,095
-32.4%
$487,3160.0%$7.59
0
2025-Q4
Decreased
91,866
-1.1%
$752,3800.0%$7.72
0
2025-Q3
New
92,890
-
$761,2370.0%$7.54
34

Other major holders of CEFZ: ENVESTNET ASSET MANAGEMENT INC, Waverly Advisors, LLC

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