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Series Portfolios Tr shares owned by Ankerstar Wealth

Quarter-by-quarter ownership of Series Portfolios Tr (ADPV) shares owned by Ankerstar Wealth from 13F filings

Historical chart of Ankerstar Wealth investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Ankerstar Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.1M 50k 42.17

More positions owned by Ankerstar Wealth

Wisdomtree Tr Floatng Rat Trea (USFR)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Amazon (AMZN)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Series Portfolios Tr Adaptiv Select (ADPV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Ankerstar Wealth

Top funds holding Series Portfolios Tr

Client First Investment Management
IronBridge Private Wealth
Stephens
Mather Group
Ankerstar Wealth
SHP Wealth Management
West Michigan Advisors
Davis Investment Partners
TD Waterhouse Canada
Money Concepts Capital Corp
Accel Wealth Management
SeaCrest Wealth Management
Worth Asset Management
Private Advisor
Sound View Wealth Advisors Group

View all funds holding Series Portfolios Tr