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
2026 Q3	$8.89K	Buy	+163	New	+$9.6K	﹤0.01%	9183
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 $389M AUM 13.77% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

UBS Group's SRHR Position: Q3 2026 in Review

UBS Group opened a new position in SRH REIT Covered Call ETF (SRHR) in Q3 2026: 163 shares worth $8.89K. The stake represents ﹤0.01% of the portfolio and ranks #9183 among its holdings. This is a return to the name: UBS Group previously reported a position in SRHR as recently as Q3 2025.

UBS Group first reported a position in SRHR in Q1 2024 and has held it in 5 quarters since. 3 funds tracked by Wall St. Rank hold SRHR as of Q3 2026.

UBS Group held 163 shares of SRH REIT Covered Call ETF worth $8.89K as of Q3 2026.
SRH REIT Covered Call ETF was a new UBS Group position in Q3 2026.
SRH REIT Covered Call ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #9183 holding.
UBS Group first reported a position in SRH REIT Covered Call ETF in Q1 2024 and has held it in 5 quarters since.
3 funds tracked by Wall St. Rank held SRH REIT Covered Call ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.