Who owns SERIES PORTFOLIOS TR?
- Ticker: ADPV
- CUSIP Number: 81752t536
Tip: Access positions for across all investors
Analyze quarterly positions in Series Portfolios Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Series Portfolios Tr stock
Who bought or sold SERIES PORTFOLIOS TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Client First Investment Management | 2.3M | $97M | 3% | Sep 2025 |
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| IronBridge Private Wealth | 328k | $14M | 5% | Sep 2025 |
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| Royal Bank of Canada | 220k | $9.4M | 0% | Sep 2025 |
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| Napa Wealth Management | 175k | $7.4M | 100% | Sep 2025 |
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| Stephens | 50k | $2.1M | 26% | Sep 2025 |
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| Geneos Wealth Management | 15k | $627k | 100% | Sep 2025 |
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| Worth Asset Management | 11k | $476k | 11% | Sep 2025 |
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| TD Waterhouse Canada | 9.6k | $409k | 0% | Sep 2025 |
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| West Michigan Advisors | 7.9k | $335k | 100% | Sep 2025 |
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| IFP Advisors | 2.5k | $104k | -29% | Sep 2025 |
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| Global Retirement Partners | 734.00 | $31k | 0% | Sep 2025 |
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| UBS Group | 623.00 | $27k | -73% | Sep 2025 |
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| Ancora Advisors | 600.00 | $26k | 0% | Sep 2025 |
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Who sold out of Series Portfolios Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Gts Securities | Jun 2025 | 25k | $908k |
| Eqis Capital Management | Jun 2025 | 11k | $412k |
| Koshinski Asset Management | Jun 2025 | 8.1k | $300k |