UBS Group’s SRH REIT Covered Call ETF SRHR Stock Holding History

UBS Group’s Portfolio SRHR Stock Details SRHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-45	Closed	-$2.49K	–	11129
2025 Q3	$2.49K	Hold	45	–	–	﹤0.01%	9163
2025 Q2	$2.45K	Buy	+45	New	+$2.44K	﹤0.01%	9466
2025 Q1	–	Sell	-26	Closed	-$1.49K	–	10700
2024 Q4	$1.49K	Buy	+26	New	+$1.56K	﹤0.01%	9220
2024 Q2	–	Sell	-24	Closed	-$1.41K	–	10059
2024 Q1	$1.41K	Buy	+24	New	+$1.39K	﹤0.01%	8141

Other funds holding SRHR

SRH Advisors Salina, Kansas $392M AUM 18.62% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UBS Group's SRHR Position: Q4 2025 in Review

UBS Group sold out of SRH REIT Covered Call ETF (SRHR) in Q4 2025, closing a stake of 45 shares — an estimated $2.49K sold.

UBS Group first reported a position in SRHR in Q1 2024 and held it in 4 quarters. The position peaked at $2.49K in Q3 2025. 2 funds tracked by Wall St. Rank hold SRHR as of Q4 2025.

UBS Group reported no remaining SRH REIT Covered Call ETF position as of Q4 2025 after selling out during the quarter.
UBS Group sold 45 SRH REIT Covered Call ETF shares in Q4 2025, an estimated $2.49K.
UBS Group first reported a position in SRH REIT Covered Call ETF in Q1 2024 and held it in 4 quarters.
UBS Group's SRH REIT Covered Call ETF position peaked at $2.49K in Q3 2025.
2 funds tracked by Wall St. Rank held SRH REIT Covered Call ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.