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Series Portfolios Tr shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Private Advisor

Quarter filed Position value Share count Share price at filing
2026-03-31 $276k 6.5k 42.17

More positions owned by Private Advisor

Apple (AAPL)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPTM)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)

View all positions for Private Advisor

Top funds holding Series Portfolios Tr

Client First Investment Management
IronBridge Private Wealth
Stephens
Mather Group
SHP Wealth Management
Davis Investment Partners
TD Waterhouse Canada
West Michigan Advisors
Accel Wealth Management
SeaCrest Wealth Management
Worth Asset Management
Private Advisor
Sound View Wealth Advisors Group
IFP Advisors
Global Retirement Partners

View all funds holding Series Portfolios Tr