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Series Portfolios Tr shares owned by Kestra Advisory Services

Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by Kestra Advisory Services from 13F filings

Historical chart of Kestra Advisory Services investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $55k 2.2k 25.51

More positions owned by Kestra Advisory Services

Apple (AAPL)
NVIDIA Corporation (NVDA)
Parker-Hannifin Corporation (PH)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Kestra Advisory Services

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