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Series Portfolios Tr shares owned by Quest 10 Wealth Builders

Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by Quest 10 Wealth Builders from 13F filings

Historical chart of Quest 10 Wealth Builders investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Quest 10 Wealth Builders consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Quest 10 Wealth Builders

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4k 94 25.57
2025-06-30 $2.4k 94 25.60
2025-03-31 $2.4k 94 25.51
2024-12-31 $2.9k 115 25.46

More positions owned by Quest 10 Wealth Builders

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr U.s. Tech Etf (IYW)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Us Hlthcare Etf (IYH)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Core Msci Emkt (IEMG)
Aim Etf Products Trust Allianzim Us Equ (DECU)

View all positions for Quest 10 Wealth Builders

Top funds holding Series Portfolios Tr

Security Benefit Life Insurance
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
WESPAC Advisors
Valeo Financial Advisors
Old Mission Capital
Citadel Advisors
Griffin Asset Management
Fortis Group Advisors

View all funds holding Series Portfolios Tr