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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
2025-12-31 $195k 7.7k 25.51
2025-06-30 $231k 9.0k 25.51
2025-03-31 $231k 9.0k 25.51
2024-12-31 $254k 10k 25.46
2024-09-30 $230k 9.0k 25.55

More positions owned by Elevated Capital Advisors

Apple (AAPL)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)
Microsoft Corporation (MSFT)
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)
Simplify Exchange Traded Fun Managed Futures (CTA)
Vanguard Index Fds Value Etf (VTV)
Simplify Exchange Traded Fun Volatility Prem (SVOL)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
NVIDIA Corporation (NVDA)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)

View all positions for Elevated Capital Advisors

Top funds holding Series Portfolios Tr

Security Benefit Life Insurance
LPL Financial
Spectrum Asset Management
Reuter James Wealth Management
Ball & Co Wealth Management
Carmel Capital Partners
Copia Wealth Management
Royal Bank of Canada
SRS Capital Advisors
WMG Financial Advisors
Black Swift Group
Inspire Advisors
Fortis Group Advisors
Brookwood Investment Group
Valeo Financial Advisors

View all funds holding Series Portfolios Tr