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Series Portfolios Tr shares owned by Copia Wealth Management

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

Historical chart of Copia Wealth Management investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Copia 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 Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 123k 25.57
2025-06-30 $1.8M 71k 25.60
2025-03-31 $662k 26k 25.51

More positions owned by Copia Wealth Management

Strive Enhanced Income Short Maturity Etf Etf (BUXX)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Us Treasury 3 Month Bill Etf Etf (TBIL)
Spdr Gold Shares Etf (GLD)
Us Treasury 6 Month Bill Etf Etf (XBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Msci Eafe Etf Etf (EFA)
Vanguard Russell 2000 Etf Etf (VTWO)
Eldridge Aaa Clo Etf Etf (CLOX)
Simplify Health Care Etf Etf (PINK)
Pacer Us Small Cap Cash Cows Etf Etf (CALF)

View all positions for Copia Wealth Management

Top funds holding Series Portfolios Tr

Security Benefit Life Insurance
Ball & Co Wealth Management
Carmel Capital Partners
Black Swift Group
Copia Wealth Management
SRS Capital Advisors
Royal Bank of Canada
WMG Financial Advisors
Inspire Advisors
WESPAC Advisors
Valeo Financial Advisors
Old Mission Capital
Citadel Advisors
Griffin Asset Management
Fortis Group Advisors

View all funds holding Series Portfolios Tr