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Series Portfolios Tr shares owned by SHP Wealth Management

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

Historical chart of SHP Wealth Management investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $658k 15k 42.84

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Fidelity Covington Trust Enhanced Large (FELC)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Small &mid Cap (JMEE)
NVIDIA Corporation (NVDA)

View all positions for SHP Wealth Management

Top funds holding Series Portfolios Tr

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

View all funds holding Series Portfolios Tr