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CEFZCEFZ
4 quarters

Position history for Cetera Investment AdvisersCetera Investment Advisers's holdings in ELEVATION SERIES TRUST

Cetera Investment Advisers holds 41,872 shares of CEFZ (ELEVATION SERIES TRUST), worth $344,577 as of 2026-Q2. The position was increased (+5.5% shares). CEFZ represents 0.0% of Cetera Investment Advisers's portfolio.

Current Value

$344,577

Current Shares

41,872

Total Value Change

+$34,757

Total Shares Change

+4,066

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
41,872
+5.5%
$344,5770.0%$8.16
25
2026-Q1
Decreased
39,676
-1.2%
$311,3730.0%$7.59
0
2025-Q4
Increased
40,154
+6.2%
$328,8620.0%$7.72
25
2025-Q3
New
37,806
-
$309,8200.0%$7.54
32

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

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