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DIVZDIVZ
4 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ELEVATION SERIES TRUST

AE Wealth Management LLC holds 13,614 shares of DIVZ (ELEVATION SERIES TRUST), worth $557,596 as of 2026-Q2. The position was decreased (-98.0% shares). DIVZ represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$557,596

Current Shares

13,614

Total Value Change

+$280,889

Total Shares Change

+6,324

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
13,614
-98.0%
$557,5960.0%$37.38
0
2026-Q1
Increased
665,679
+1.3%
$24.5M0.1%$38.80
35
2025-Q4
Increased
657,431
+8918.3%
$25.1M0.1%$36.51
55
2025-Q3
New
7,290
-
$276,7070.0%$35.99
32

Other major holders of DIVZ: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, GOLDMAN SACHS GROUP INC, Aptus Capital Advisors, LLC

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