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Series Portfolios Tr shares owned by Fortis Group Advisors

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

Historical chart of Fortis Group Advisors investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $828k 32k 25.56
2025-06-30 $714k 28k 25.58
2025-03-31 $5.1M 198k 25.51

More positions owned by Fortis Group Advisors

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Invesco Qqq MF Closed and MF Open (QQQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Portfolio MF Closed and MF Open (SPLG)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Spdr Gold Common Stock (GLD)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Ishares 20 MF Closed and MF Open (TLT)
Ishares Russell MF Closed and MF Open (IWO)
Amazon Common Stock (AMZN)
Ishares Tr Russell 2000 Etf (IWM)
Alphabet Common Stock (GOOGL)

View all positions for Fortis Group Advisors

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