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Elevation Series Trust shares owned by Rocky Mountain Advisers

Quarter-by-quarter ownership of Elevation Series Trust (SRHR) 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

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Quarterly reported holdings in Elevation Series Trust by Rocky Mountain Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $49M 878k 55.39
2025-06-30 $48M 878k 54.53
2025-03-31 $50M 878k 56.56
2024-12-31 $50M 878k 57.27
2024-09-30 $54M 878k 61.84
2024-06-30 $49M 877k 55.66
2024-03-31 $51M 877k 58.60
2023-12-31 $52M 876k 58.99

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
Citadel Advisors
Goss Wealth Management
Royal Bank of Canada
UBS Group

View all funds holding Elevation Series Trust