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Elevation Series Trust shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Elevation Series Trust (CEFZ) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Elevation Series Trust

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All positions including Elevation Series Trust held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $731 89 8.22

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View all positions for Montgomery Financial Services

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
Cambridge Investment Research Advisors
Cetera Investment Advisers
Integrated Capital Management
Independent Financial Group
Wedbush Morgan Securities
Great Lakes Retirement
Kestra Advisory Services
Gts Securities

View all funds holding Elevation Series Trust