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CEFZCEFZ
4 quarters

Position history for Creative PlanningCreative Planning's holdings in ELEVATION SERIES TRUST

Creative Planning holds 11,876 shares of CEFZ (ELEVATION SERIES TRUST), worth $97,733 as of 2026-Q2. CEFZ represents 0.0% of Creative Planning's portfolio.

Current Value

$97,733

Current Shares

11,876

Total Value Change

+$3,547

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
11,876
0.0%
$97,7330.0%$8.16
0
2026-Q1
Unchanged
11,876
0.0%
$93,2030.0%$7.59
0
2025-Q4
Unchanged
11,876
0.0%
$97,2660.0%$7.72
0
2025-Q3
New
11,876
-
$94,1860.0%$7.54
30

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

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