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Series Portfolios Tr shares owned by LPL Financial

Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $16M 640k 25.51

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPYM)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust State Street Spd (SPYV)

View all positions for LPL Financial

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