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Series Portfolios Tr shares owned by Centennial Wealth Advisory

Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by Centennial Wealth Advisory from 13F filings

Historical chart of Centennial Wealth Advisory investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Centennial Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 49k 25.55
2024-06-30 $950k 37k 25.55
2024-03-31 $911k 36k 25.51
2023-12-31 $872k 35k 25.29
2023-09-30 $909k 36k 25.31

More positions owned by Centennial Wealth Advisory

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
American Centy Etf Tr Avantis Core Fi (AVIG)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
NVIDIA Corporation (NVDA)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Centennial Wealth Advisory

Top funds holding Series Portfolios Tr

AE Wealth Management
Bienville Capital Management
Schechter Investment Advisors
Black Swift Group
Valeo Financial Advisors
Jane Street
Citigroup
Citadel Advisors
Knott David M Jr
Envestnet Asset Management
Simplicity Wealth
Sequoia Financial Advisors
Elevated Capital Advisors
Nordwand Advisors
Advisor Group Holdings

View all funds holding Series Portfolios Tr