Rocky Mountain Advisers »

Elevation Series Trust shares owned by Rocky Mountain Advisers

Quarter-by-quarter ownership of Elevation Series Trust (SRHQ) shares owned by Rocky Mountain Advisers from 13F filings

Historical chart of Rocky Mountain Advisers investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Rocky Mountain Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Elevation Series Trust by Rocky Mountain Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $167M 4.3M 38.65
2025-06-30 $161M 4.3M 37.34
2025-03-31 $154M 4.3M 35.64
2024-12-31 $160M 4.3M 37.21
2024-09-30 $148M 3.9M 37.60
2024-06-30 $131M 3.9M 33.44
2024-03-31 $137M 3.9M 35.00
2023-12-31 $126M 3.9M 32.17
2023-09-30 $112M 3.9M 28.64
2023-06-30 $104M 3.8M 27.56
2023-03-31 $104M 3.8M 27.56
2022-12-31 $98M 3.7M 26.66

More positions owned by Rocky Mountain Advisers

Elevation Series Trust Srh Us Quality (SRHQ)
Elevation Series Trust Srh Reit Covered (SRHR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
JPMorgan Chase & Co. (JPM)
Cohen & Steers infrastucture Fund (UTF)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Evercore Class A (EVR)
Boulder Growth & Income Fund (STEW)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Group Div App Etf (VIG)
Wal-Mart Stores (WMT)

View all positions for Rocky Mountain Advisers

Top funds holding Elevation Series Trust

Rocky Mountain Advisers
Goldman Sachs Group
UBS Group
FMR

View all funds holding Elevation Series Trust