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Series Portfolios Tr shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 120k 25.57
2025-06-30 $3.5M 137k 25.60

More positions owned by SRS Capital Advisors

Vanguard Index Fds Growth Etf (VOO)
Ishares Tr Ishs 1-5yr Invs (OEF)
First Tr Exchange-traded Wtr Etf (FDL)
American Centy Etf Tr Us Large Cap Vlu (KORP)
Dimensional Etf Trust Intl Core Equity (DFAI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Schwab Strategic Tr Us Tips Etf (SCHB)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
First Tr Exchange Traded Risng Divd Achiv (FXN)
NVIDIA Corporation (NVDA)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Spdr S&p 500 Etf Tr Tr Unit
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for SRS Capital Advisors

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