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Series Portfolios Tr shares owned by IronBridge Private Wealth

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

Historical chart of IronBridge Private Wealth investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by IronBridge Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 328k 42.47
2025-06-30 $12M 313k 36.99
2025-03-31 $6.6M 193k 34.39

More positions owned by IronBridge Private Wealth

NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Mcp Etf (IJH)
Putnam Etf Trust Esg Ultra Short (PULT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Russell 2000 Etf (IWM)
Series Portfolios Tr Adaptiv Select (ADPV)
Spdr Gold Tr Gold Shs (GLD)
Alps Etf Tr Alerian Mlp (AMLP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vaneck Etf Trust Gold Miners Etf (GDX)
Palantir Technologies Cl A (PLTR)
Ishares Tr Expanded Tech (IGV)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Short Treas Bd (SHV)

View all positions for IronBridge Private Wealth

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