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CEFZCEFZ
3 quarters

Position history for Allworth Financial LPAllworth Financial LP's holdings in ELEVATION SERIES TRUST

Allworth Financial LP holds 2,502 shares of CEFZ (ELEVATION SERIES TRUST), worth $20,593 as of 2026-Q2. The position was increased (+2.5% shares). CEFZ represents 0.0% of Allworth Financial LP's portfolio.

Current Value

$20,593

Current Shares

2,502

Total Value Change

+$1,093

Total Shares Change

+121

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2,502
+2.5%
$20,5930.0%$8.16
19
2026-Q1
Increased
2,441
+2.5%
$19,1610.0%$7.59
19
2025-Q4
New
2,381
-
$19,5000.0%$7.72
26

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

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