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 | 2.5M | $109M | 3% | Sep 2026 |
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| IronBridge Private Wealth | 343k | $17M | 3% | Jun 2026 |
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| Royal Bank of Canada | 202k | $9.8M | 3% | Jun 2026 |
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| Stephens | 79k | $3.8M | 9% | Jun 2026 |
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| Mather Group | 57k | $2.5M | 1% | Sep 2026 |
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| Gts Securities | 45k | $2.2M | 115% | Jun 2026 |
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| Ankerstar Wealth | 42k | $2.0M | -17% | Jun 2026 |
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| SHP Wealth Management | 28k | $1.4M | 14% | Jun 2026 |
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| Money Concepts Capital Corp | 14k | $697k | 70% | Jun 2026 |
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| Davis Investment Partners | 12k | $591k | 10% | Jun 2026 |
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| Accel Wealth Management | 10k | $440k | 0% | Sep 2026 |
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| Sound View Wealth Advisors Group | 7.5k | $364k | 17% | Jun 2026 |
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| TD Waterhouse Canada | 6.4k | $280k | -33% | Sep 2026 |
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| Rooted Wealth Advisors | 4.6k | $221k | 100% | Jun 2026 |
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| IFP Advisors | 2.2k | $95k | -10% | Sep 2026 |
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| Global Retirement Partners | 694.00 | $34k | 100% | Jun 2026 |
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Who sold out of Series Portfolios Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| West Michigan Advisors | Mar 2026 | 15k | $636k |
| SeaCrest Wealth Management | Jun 2026 | 7.7k | $374k |
| Private Advisor | Mar 2026 | 6.5k | $276k |
| J2 Capital Management | Jun 2026 | 4.4k | $212k |