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Series Portfolios Tr shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2026-09-30 $218k 8.5k 25.61
2024-09-30 $309k 12k 25.55

More positions owned by Simplicity Wealth

American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Core Fi (AVIG)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Avantis Us Larg (AVLC)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core Univrsl Usd (IUSB)
Amazon (AMZN)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)

View all positions for Simplicity Wealth

Top funds holding Series Portfolios Tr

Security Benefit Life Insurance
LPL Financial
Founders Financial Securities
Copia Wealth Management
Carmel Capital Partners
SRS Capital Advisors
WESPAC Advisors
Fortis Group Advisors
WT Wealth Management
Spectrum Asset Management
Inspire Advisors
WMG Financial Advisors
Hobbs Group Advisors
Farther Finance Advisors
Primoris Wealth Advisors

View all funds holding Series Portfolios Tr