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
Download as csv
Download as Excel
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 | 2.5M | $119M | 4% | Jun 2026 |
|
| IronBridge Private Wealth | 335k | $14M | 2% | Mar 2026 |
|
| Royal Bank of Canada | 196k | $8.3M | 100% | Mar 2026 |
|
| Stephens | 79k | $3.8M | 9% | Jun 2026 |
|
| Mather Group | 57k | $2.7M | -14% | Jun 2026 |
|
| Ankerstar Wealth | 50k | $2.1M | 100% | Mar 2026 |
|
| SHP Wealth Management | 25k | $1.0M | 60% | Mar 2026 |
|
| Gts Securities | 21k | $885k | 100% | Mar 2026 |
|
| West Michigan Advisors | 15k | $636k | 0% | Jun 2026 |
|
| Davis Investment Partners | 11k | $468k | 42% | Mar 2026 |
|
| Accel Wealth Management | 10k | $492k | 27% | Jun 2026 |
|
| TD Waterhouse Canada | 9.6k | $411k | 0% | Mar 2026 |
|
| Money Concepts Capital Corp | 8.5k | $357k | 100% | Mar 2026 |
|
| SeaCrest Wealth Management | 7.7k | $374k | -1% | Jun 2026 |
|
| Private Advisor | 6.5k | $276k | 100% | Mar 2026 |
|
| Sound View Wealth Advisors Group | 6.5k | $272k | 14% | Mar 2026 |
|
| Rooted Wealth Advisors | 4.6k | $221k | 100% | Jun 2026 |
|
| IFP Advisors | 2.5k | $103k | 0% | Mar 2026 |
|
| Morgan Stanley | 1.00 | $43.000000 | 100% | Mar 2026 |
|
Who sold out of Series Portfolios Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Worth Asset Management | Mar 2026 | 7.1k | $300k |
| Ancora Advisors | Dec 2025 | 600.00 | $26k |
| UBS Group | Dec 2025 | 178.00 | $7.6k |