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Series Portfolios Tr shares owned by Elevated Capital Advisors

Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by Elevated Capital Advisors from 13F filings

Historical chart of Elevated Capital Advisors investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Elevated Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Elevated Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $230k 9.0k 25.55

More positions owned by Elevated Capital Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Pimco Etf Tr Multisector Bd (PYLD)
Microsoft Corporation (MSFT)
Alps Etf Tr Rivrfrnt Str Inc (RIGS)
PIMCO Corporate Income Fund (PCN)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
First Tr Morningstar Divid L SHS (FDL)

View all positions for Elevated Capital Advisors

Top funds holding Series Portfolios Tr

AE Wealth Management
Bienville Capital Management
Schechter Investment Advisors
Black Swift Group
Valeo Financial Advisors
Centennial Wealth Advisory
Jane Street
Citigroup
Citadel Advisors
Knott David M Jr
B.O.S.S. Retirement Advisors
Authentikos Wealth Advisory
Envestnet Asset Management
Simplicity Wealth
Sequoia Financial Advisors

View all funds holding Series Portfolios Tr