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Series Portfolios Tr shares owned by L.m. Kohn & Company

Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by L.m. Kohn & Company from 13F filings

Historical chart of L.m. Kohn & Company investment in Series Portfolios Tr

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All positions including Series Portfolios Tr held by L.m. Kohn & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by L.m. Kohn & Company

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.8M 69k 25.60
2025-03-31 $1.2M 47k 25.51

More positions owned by L.m. Kohn & Company

Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Procter And Gamble Common Stock (PG)
Amazon Common Stock (AMZN)
Jpmorgan Chase & Co Common Stock (JPM)
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)
Nvidia Corporation Common Stock (NVDA)
Vanguard Index Fds S&p 500 Etf Exchange Traded Fund (VOO)
Costco Whsl Corp Common Stock (COST)
Blackstone Common Stock (BX)
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)
Select Sector Spdr Tr Technology Exchange Traded Fund (XLK)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol Exchange Traded Fund (SPHD)
Invesco Qqq Tr Unit Ser 1 Exchange Traded Fund (QQQ)
Spdr Ser Tr Bbg Conv Sec Etf Exchange Traded Fund (CWB)

View all positions for L.m. Kohn & Company

Top funds holding Series Portfolios Tr

Security Benefit Life Insurance
Spectrum Asset Management
Reuter James Wealth Management
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
Brookwood Investment Group
Valeo Financial Advisors
WESPAC Advisors
Old Mission Capital

View all funds holding Series Portfolios Tr