Capital A Wealth Management »

Series Portfolios Tr shares owned by Capital A Wealth Management

Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by Capital A Wealth Management from 13F filings

Historical chart of Capital A Wealth Management investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Capital A 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 Capital A Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $10k 400 25.29
2025-03-31 $332 13 25.54
2024-12-31 $330 13 25.46