Who owns SERIES PORTFOLIOS TR?
- Ticker: CLOX
- CUSIP Number: 81752t486
Tip: Access positions for across all investors
Analyze quarterly positions in Series Portfolios Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Series Portfolios Tr stock
Who bought or sold SERIES PORTFOLIOS TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Security Benefit Life Insurance | 1.2M | $30M | 0% | Jun 2026 |
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| LPL Financial | 1.1M | $29M | 12% | Jun 2026 |
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| Copia Wealth Management | 295k | $7.6M | 14% | Jun 2026 |
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| Carmel Capital Partners | 259k | $6.6M | -32% | Jun 2026 |
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| SRS Capital Advisors | 195k | $5.0M | 83% | Jun 2026 |
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| WESPAC Advisors | 159k | $4.1M | 166% | Jun 2026 |
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| Fortis Group Advisors | 155k | $4.0M | 7% | Jun 2026 |
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| Spectrum Asset Management | 124k | $3.2M | 8% | Jun 2026 |
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| Primoris Wealth Advisors | 115k | $2.9M | 821% | Jun 2026 |
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| Inspire Advisors | 90k | $2.3M | 5% | Jun 2026 |
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| WMG Financial Advisors | 85k | $2.2M | -5% | Jun 2026 |
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| Hobbs Group Advisors | 79k | $2.0M | 100% | Jun 2026 |
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| Farther Finance Advisors | 78k | $2.0M | 11% | Jun 2026 |
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| Black Swift Group | 62k | $1.6M | -24% | Jun 2026 |
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| Valeo Financial Advisors | 50k | $1.3M | 0% | Jun 2026 |
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| Citadel Advisors | 49k | $1.3M | 84% | Jun 2026 |
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| Griffin Asset Management | 45k | $1.2M | 82% | Jun 2026 |
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| J.w. Cole Advisors | 45k | $1.2M | 2% | Jun 2026 |
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| Estate Planners Group | 40k | $1.0M | 109% | Jun 2026 |
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| Bank Of Montreal | 36k | $919k | 100% | Mar 2026 |
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| Private Trust Co Na | 32k | $811k | 11% | Jun 2026 |
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| IHT Wealth Management | 32k | $807k | -4% | Jun 2026 |
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| Silverleafe Capital Partners | 27k | $683k | 1% | Jun 2026 |
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| Beverly Hills Private Wealth | 26k | $667k | -8% | Jun 2026 |
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| Cambridge Investment Research Advisors | 26k | $658k | 127% | Jun 2026 |
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| Goss Wealth Management | 25k | $636k | 58% | Jun 2026 |
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| Prostatis Group | 24k | $621k | 1% | Jun 2026 |
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| Hilltop Holdings | 24k | $617k | 100% | Jun 2026 |
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| Rockport Wealth | 23k | $600k | -1% | Jun 2026 |
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| Resources Investment Advisors | 23k | $595k | 100% | Jun 2026 |
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| National Asset Management | 23k | $583k | -30% | Jun 2026 |
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| Worth Asset Management | 21k | $536k | 100% | Jun 2026 |
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| Equitable Holdings | 21k | $528k | 100% | Jun 2026 |
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| Commonwealth Equity Services | 20k | $500k | 2% | Jun 2026 |
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| HighTower Advisors | 19k | $492k | 0% | Jun 2026 |
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| Insigneo Advisory Services | 18k | $452k | -2% | Jun 2026 |
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| Blue Water Asset Management | 17k | $444k | 43% | Jun 2026 |
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| Steward Partners Investment Advisory | 16k | $404k | 119% | Jun 2026 |
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| Koshinski Asset Management | 14k | $353k | 13% | Mar 2026 |
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| Sequoia Financial Advisors | 13k | $326k | 1% | Jun 2026 |
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| Reuter James Wealth Management | 12k | $299k | -1% | Jun 2026 |
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| Royal Bank of Canada | 10k | $256k | -24% | Jun 2026 |
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| Janney Montgomery Scott | 9.1k | $232k | -84% | Jun 2026 |
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| Strait & Sound Wealth Management | 8.6k | $221k | -3% | Jun 2026 |
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| Bellevue Asset Management | 4.7k | $119k | 0% | Jun 2026 |
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| CWM | 3.5k | $90k | -5% | Mar 2026 |
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| Elevated Capital Advisors | 1.8k | $46k | -70% | Jun 2026 |
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| Morgan Stanley | 1.6k | $40k | 100% | Mar 2026 |
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| Fifth Third Bancorp | 1.5k | $38k | 0% | Jun 2026 |
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| Harbour Investments | 1.3k | $32k | 0% | Jun 2026 |
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| Advisor Group Holdings | 1.2k | $31k | 0% | Jun 2026 |
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| UBS Group | 461.00 | $12k | 100% | Jun 2026 |
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| Mercer Global Advisors | 434.00 | $11k | 100% | Jun 2026 |
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| Rossby Financial, LCC | 128.00 | $3.3k | 0% | Jun 2026 |
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| SHP Wealth Management | 105.00 | $2.7k | 0% | Jun 2026 |
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| Quest 10 Wealth Builders | 77.00 | $2.0k | -11% | Jun 2026 |
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| Spurstone Advisory Services | 13.00 | $333.000200 | 0% | Jun 2026 |
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Who sold out of Series Portfolios Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Integrated Advisors Network | Mar 2026 | 28k | $705k |
| LeClair Wealth Partners | Mar 2026 | 12k | $310k |
| AE Wealth Management | Mar 2026 | 1.0k | $28k |
| Global Retirement Partners | Dec 2025 | 272.00 | $6.9k |