Ownership history in UBS Group AG · 2 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in ELEVATION SERIES TRUST (SOVF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 600 | +48 | +8.7% | 0.00% | $18K | $30.05 |
| 2024 Q1 | INITIATED | 552 | — | — | 0.00% | $16K | — |
As of 2025 Q4 — sorted by position size