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Series Portfolios Tr shares owned by IHT Wealth Management

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

Historical chart of IHT Wealth Management investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2026-06-30 $807k 32k 25.61
2026-03-31 $837k 33k 25.57

More positions owned by IHT Wealth Management

Apple (AAPL)
Spdr Series Trust St Str P500val (SPYV)
NVIDIA Corporation (NVDA)
Spdr Series Trust ST STR P500GRW (SPYG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Tesla Motors (TSLA)
Invesco Qqq Tr Unit Ser 1
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for IHT Wealth Management

Top funds holding Series Portfolios Tr

Security Benefit Life Insurance
LPL Financial
Copia Wealth Management
Carmel Capital Partners
SRS Capital Advisors
WESPAC Advisors
Fortis Group Advisors
Spectrum Asset Management
Primoris Wealth Advisors
Inspire Advisors
WMG Financial Advisors
Hobbs Group Advisors
Farther Finance Advisors
Black Swift Group
Valeo Financial Advisors

View all funds holding Series Portfolios Tr