Back to Kestra Advisory Services, LLC Kestra Advisory Services, LLC

CEFZCEFZ
2 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in ELEVATION SERIES TRUST

Kestra Advisory Services, LLC holds 15,911 shares of CEFZ (ELEVATION SERIES TRUST), worth $130,940 as of 2026-Q2. The position was decreased (-17.5% shares). CEFZ represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$130,940

Current Shares

15,911

Total Value Change

-$20,450

Total Shares Change

-3,380

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
15,911
-17.5%
$130,9400.0%$8.16
0
2026-Q1
New
19,291
-
$151,3900.0%$7.59
31

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used