Money Concepts Capital Corp »

Series Portfolios Tr shares owned by Money Concepts Capital Corp

Quarter-by-quarter ownership of Series Portfolios Tr (ADPV) shares owned by Money Concepts Capital Corp from 13F filings

Historical chart of Money Concepts Capital Corp investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Money Concepts Capital Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Money Concepts Capital Corp

Quarter filed Position value Share count Share price at filing
2026-03-31 $357k 8.5k 42.17

More positions owned by Money Concepts Capital Corp

Ishares Tr Us Sml Cp Value (SVAL)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Rus Mdcp Val Etf (IWS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Core Msci Emkt (IEMG)
Listed Fds Tr Roundhill Magnif (MAGS)
Apple (AAPL)
Select Sector Spdr Tr State Street Ind (XLI)
Select Sector Spdr Tr State Street Hea (XLV)
Select Sector Spdr Tr State Street Fin (XLF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (SPAB)

View all positions for Money Concepts Capital Corp

Top funds holding Series Portfolios Tr

Client First Investment Management
IronBridge Private Wealth
Royal Bank of Canada
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

View all funds holding Series Portfolios Tr