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Series Portfolios Tr shares owned by Gradient Investments

Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) shares owned by Gradient Investments from 13F filings

Historical chart of Gradient Investments investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Gradient Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Gradient Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.9M 184k 26.80
2023-12-31 $4.1M 157k 26.40

More positions owned by Gradient Investments

Spdr Ser Tr Portfolio S&p500 (SPLG)
Innovator Etfs Trust Gradient Tactic (IGTR)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Doubleline Etf Trust Mortgage Etf (DMBS)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Goldman Sachs Etf Tr Future Consumer (GBUY)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Apple (AAPL)

View all positions for Gradient Investments

Top funds holding Series Portfolios Tr

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

View all funds holding Series Portfolios Tr