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Elevation Series Trust shares owned by UBS Group

Quarter-by-quarter ownership of Elevation Series Trust (SRHQ) 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
2025-09-30 $116 3 38.67
2025-06-30 $1.1k 29 37.34
2025-03-31 $1.0k 29 35.66
2022-12-31 $1.3k 50 26.66

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
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Ishares Tr Russell 2000 Etf (IWM)
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View all positions for UBS Group

Top funds holding Elevation Series Trust

Rocky Mountain Advisers
Goldman Sachs Group
UBS Group
FMR

View all funds holding Elevation Series Trust