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Series Portfolios Tr shares owned by Centennial Wealth Advisory

Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) shares owned by Centennial Wealth Advisory from 13F filings

Historical chart of Centennial Wealth Advisory investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Centennial Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Centennial Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $954k 36k 26.79
2023-12-31 $912k 35k 26.40
2023-09-30 $937k 36k 26.14

More positions owned by Centennial Wealth Advisory

First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Rus Mid Cap Etf (IWR)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Centennial Wealth Advisory

Top funds holding Series Portfolios Tr

Bienville Capital Management
AE Wealth Management
Guardian Financial Partners
Schechter Investment Advisors
Black Swift Group
Gradient Investments
Klr Investment Advisors
Valeo Financial Advisors
BI Asset Management Fondsmaeglerselskab A/S
Centennial Wealth Advisory
Flow Traders US
Nordwand Advisors
Mid-American Wealth Advisory Group
Belpointe Asset Management
Evoke Wealth

View all funds holding Series Portfolios Tr