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 | 2.4M | $100M | 2% | Mar 2026 |
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| IronBridge Private Wealth | 328k | $14M | 0% | Dec 2025 |
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| Mather Group | 66k | $2.8M | 100% | Mar 2026 |
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| Stephens | 53k | $2.3M | 6% | Dec 2025 |
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| SHP Wealth Management | 15k | $658k | 100% | Dec 2025 |
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| Davis Investment Partners | 11k | $468k | 42% | Mar 2026 |
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| TD Waterhouse Canada | 9.6k | $411k | 0% | Dec 2025 |
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| West Michigan Advisors | 8.7k | $373k | 10% | Dec 2025 |
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| Accel Wealth Management | 8.0k | $338k | 25% | Mar 2026 |
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| SeaCrest Wealth Management | 7.8k | $329k | 20% | Mar 2026 |
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| Worth Asset Management | 7.1k | $300k | -23% | Mar 2026 |
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| Sound View Wealth Advisors Group | 5.7k | $244k | 100% | Dec 2025 |
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| IFP Advisors | 2.5k | $103k | 0% | Mar 2026 |
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| Global Retirement Partners | 694.00 | $30k | -5% | Dec 2025 |
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| Ancora Advisors | 600.00 | $26k | 0% | Dec 2025 |
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| UBS Group | 178.00 | $7.6k | -71% | Dec 2025 |
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Who sold out of Series Portfolios Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Geneos Wealth Management | Sep 2025 | 15k | $627k |