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Series Portfolios Tr shares owned by Rooted Wealth Advisors

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

Historical chart of Rooted Wealth Advisors investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $221k 4.6k 48.32

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds Sp 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii Sp Intl Momnt (IDMO)
Spdr Series Trust ST STR P500GRW (SPYG)
Ishares Tr Core Div Grwth (DGRO)
Invesco Actively Managed Exc Total Return (GTO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Fidelity Covington Trust High Divid Etf (FDVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Wellington Us Multifactor (VFMF)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Whitehall Fds High Div Yld (VYM)
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)
Ishares Tr Core Sp Us Gwt (IUSG)

View all positions for Rooted Wealth Advisors

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
Gts Securities
West Michigan Advisors
Money Concepts Capital Corp
Davis Investment Partners
Accel Wealth Management
TD Waterhouse Canada
SeaCrest Wealth Management
Private Advisor

View all funds holding Series Portfolios Tr