Institutional Ownership Elevation Ser Tr Srh U S Quali (SRHQ)
This table provides information about the institutional ownership of Elevation Ser Tr Srh U S Quali (SRHQ). We have compiled data on the 4 institutions that hold shares in the stock, with a total of 4.34 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
4,308,340
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
34,483
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 89.66%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|