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Series Portfolios Tr shares owned by Commonwealth Equity Services

Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by Commonwealth Equity Services from 13F filings

Historical chart of Commonwealth Equity Services investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Commonwealth Equity Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Commonwealth Equity Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $488k 19k 25.57
2025-06-30 $1.8M 72k 25.59
2025-03-31 $1.9M 75k 25.51

More positions owned by Commonwealth Equity Services

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for Commonwealth Equity Services

Top funds holding Series Portfolios Tr

Security Benefit Life Insurance
LPL Financial
Carmel Capital Partners
Copia Wealth Management
Fortis Group Advisors
Spectrum Asset Management
SRS Capital Advisors
WMG Financial Advisors
Inspire Advisors
Black Swift Group
Farther Finance Advisors
WESPAC Advisors
Janney Montgomery Scott
Valeo Financial Advisors
J.w. Cole Advisors

View all funds holding Series Portfolios Tr