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Series Portfolios Tr shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $728k 29k 25.51
2025-09-30 $756k 30k 25.57
2025-06-30 $667k 26k 25.60

More positions owned by J.w. Cole Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr S&p 500 Grwt Etf (IVW)
JPMorgan Chase & Co. (JPM)

View all positions for J.w. Cole 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