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Elevation Series Trust shares owned by Elevated Capital Advisors

Quarter-by-quarter ownership of Elevation Series Trust (CEFZ) shares owned by Elevated Capital Advisors from 13F filings

Historical chart of Elevated Capital Advisors investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Elevated Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Elevated Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $72k 9.1k 7.85

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View all positions for Elevated Capital Advisors

Top funds holding Elevation Series Trust

Envestnet Asset Management
Park Avenue Securities
Warren Averett Asset Management
Waddell & Associates
AE Wealth Management
Triangle Securities Wealth Management
Mml Investors Services
Gts Securities
Cetera Investment Advisers
Cambridge Investment Research Advisors
Independent Financial Group
Integrated Capital Management
Kestra Advisory Services
Great Lakes Retirement
Advisor Group Holdings

View all funds holding Elevation Series Trust