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

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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
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

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Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Apple Stock (AAPL)
Prologis Share Beneficial Int Reit (PLD)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Ishares S&p 500 Index Etf (IVV)
Eli Lilly & Co Stock (LLY)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Microsoft Stock (MSFT)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Nvidia Corp Stock (NVDA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Valeo Financial Advisors

Top funds holding Series Portfolios Tr

AE Wealth Management
Bienville Capital Management
Schechter Investment Advisors
Black Swift Group
Valeo Financial Advisors
Centennial Wealth Advisory
Jane Street
Citigroup
Citadel Advisors
Knott David M Jr
B.O.S.S. Retirement Advisors
Authentikos Wealth Advisory
Envestnet Asset Management
Simplicity Wealth
Sequoia Financial Advisors

View all funds holding Series Portfolios Tr