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Elevation Series Trust shares owned by UBS Group

Quarter-by-quarter ownership of Elevation Series Trust shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Elevation Series Trust

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All positions including Elevation Series Trust held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by UBS Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.1k 170 24.11

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Top funds holding Elevation Series Trust

AE Wealth Management
Citadel Advisors
B.O.S.S. Retirement Advisors
Howard Bailey Securities
Great Lakes Retirement
Elevated Capital Advisors
Lloyd Advisory Services
Kingdom Financial Group
Networth Advisors
Quest 10 Wealth Builders
UBS Group

View all funds holding Elevation Series Trust