Series Portfolios Tr shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Series Portfolios Tr
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Quarterly reported holdings in Series Portfolios Tr by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 50k | 25.57 |
| 2025-06-30 | $1.3M | 50k | 25.60 |
| 2025-03-31 | $1.3M | 50k | 25.51 |
| 2024-12-31 | $1.3M | 50k | 25.46 |
| 2024-09-30 | $1.9M | 75k | 25.55 |
| 2024-06-30 | $529k | 21k | 25.55 |
| 2024-03-31 | $528k | 21k | 25.52 |
| 2023-12-31 | $524k | 21k | 25.29 |
| 2023-09-30 | $506k | 20k | 25.31 |