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Series Portfolios Tr shares owned by UBS Group

Quarter-by-quarter ownership of Series Portfolios Tr (KRUZ) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by UBS Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.5k 164 27.55
2023-03-31 $19k 787 24.33

More positions owned by UBS Group

Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
Apple Call Option (AAPL)
NVIDIA Corporation Call Option (NVDA)
Ishares Tr Russell 2000 Etf Call Option (IWM)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Amazon Call Option (AMZN)
Ubs Group SHS Call Option (UBS)
JPMorgan Chase & Co. Call Option (JPM)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Meta Platforms Cl A Call Option (META)
Broadcom Call Option (AVGO)
Visa Com Cl A Call Option (V)
Alphabet Cap Stk Cl C Call Option (GOOG)
UnitedHealth Call Option (UNH)

View all positions for UBS Group

Top funds holding Series Portfolios Tr

Susquehanna International
HighTower Advisors
Bank Of Montreal
Concord Wealth Partners
Hollencrest Securities
CWM
Rise Advisors

View all funds holding Series Portfolios Tr