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
|
Jul 22, 2025 Q2 2025 |
4,309,833
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
33,908
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
29
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|