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Series Portfolios Tr shares owned by Brookwood Investment Group

Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by Brookwood Investment Group from 13F filings

Historical chart of Brookwood Investment Group investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Brookwood Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Brookwood Investment Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 54k 25.51

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View all positions for Brookwood Investment Group

Top funds holding Series Portfolios Tr

Security Benefit Life Insurance
Spectrum Asset Management
Reuter James Wealth Management
Ball & Co Wealth Management
Carmel Capital Partners
Copia Wealth Management
Black Swift Group
SRS Capital Advisors
Royal Bank of Canada
WMG Financial Advisors
Inspire Advisors
Fortis Group Advisors
Brookwood Investment Group
Valeo Financial Advisors
WESPAC Advisors

View all funds holding Series Portfolios Tr