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Series Portfolios Tr shares owned by Janney Montgomery Scott

Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by Janney Montgomery Scott from 13F filings

Historical chart of Janney Montgomery Scott investment in Series Portfolios Tr

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All positions including Series Portfolios Tr held by Janney Montgomery Scott consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Janney Montgomery Scott

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 50k 25.51
2025-03-31 $305k 12k 25.49

More positions owned by Janney Montgomery Scott

Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Ishs Core Sp 500 Etf ETF/Closed End (IVV)
Nvidia Corp Common Stock (NVDA)
St Str Tech Sel Spdr Etf ETF/Closed End (XLK)
Amazoncom Common Stock (AMZN)
Broadcom Common Stock (AVGO)
Alphabet Inc A Common Stock (GOOGL)
Jpmorgan Chase Common Stock (JPM)
Inv Qqq Etf ETF/Closed End (QQQ)
St Str Finl Sel Sctr Etf ETF/Closed End (XLF)
Spdr Sp 500 Etf ETF/Closed End (SPY)
Jpm Betabldrs U S Eq Etf ETF/Closed End (BBUS)
Alphabet Inc C Common Stock (GOOG)
St Str Commn Svc Sel Etf ETF/Closed End (XLC)

View all positions for Janney Montgomery Scott

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