Client First Investment Management »

Series Portfolios Tr shares owned by Client First Investment Management

Quarter-by-quarter ownership of Series Portfolios Tr (ADPV) shares owned by Client First Investment Management from 13F filings

Historical chart of Client First Investment Management investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Client First Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Series Portfolios Tr by Client First Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $97M 2.3M 42.47
2025-06-30 $81M 2.2M 36.99
2025-03-31 $75M 2.2M 34.39
2024-12-31 $75M 2.1M 35.59
2024-09-30 $63M 2.0M 31.95
2024-06-30 $58M 1.9M 30.25
2024-03-31 $56M 1.9M 30.00

More positions owned by Client First Investment Management

Series Portfolios Tr Adaptiv Select (ADPV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Proshares Tr Pshs Ult Semicdt (USD)
Proshares Tr Pshs Ult S&p 500 (SSO)
Direxion Shs Etf Tr Dly Gold Indx 2x (NUGT)
Proshares Tr Pshs Ultruss2000 (UWM)
Investment Managers Ser Tr I Tradr 2x Long In (TARK)
Proshares Tr Ult Ftse Chin 50 (XPP)
Roundhill Etf Trust Daily 2x Long Ma (MAGX)
Direxion Shs Etf Tr Daily Jr Gld Min (JNUG)
Procure Etf Trust Ii Space Etf (UFO)
Proshares Tr Ultra 20yr Tre (UBT)
Microsoft Corporation (MSFT)
Direxion Shs Etf Tr Daily Avgo Bull (AVL)
Direxion Shs Etf Tr Dly Aapl Bull 2x (AAPU)

View all positions for Client First Investment Management

Top funds holding Series Portfolios Tr

Client First Investment Management
IronBridge Private Wealth
Royal Bank of Canada
Napa Wealth Management
Stephens
Geneos Wealth Management
Worth Asset Management
TD Waterhouse Canada
West Michigan Advisors
IFP Advisors
Global Retirement Partners
UBS Group
Ancora Advisors

View all funds holding Series Portfolios Tr