Back to 
Kestra Advisory Services, LLC
Kestra Advisory Services, LLC
CEFZ2 quarters
Position history for Kestra Advisory Services, LLC's holdings in ELEVATION SERIES TRUST
Yes. Kestra Advisory Services holds 15,911 shares of CEFZ, worth $130,940, as of its Q2 2026 13F filing. It reduced the position by 3,380 shares (-17.5%) from Q1 2026. Kestra Advisory Services has held CEFZ since Q1 2026, across 2 quarterly 13F filings.
Current Value
$130,940
Current Shares
15,911
Total Value Change
-$20,450
Total Shares Change
-3,380
Quarter-by-Quarter History
Other major holders of CEFZ: ENVESTNET ASSET MANAGEMENT INC, Waverly Advisors, LLC