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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $528k 21k 25.52
2023-12-31 $524k 21k 25.29
2023-09-30 $506k 20k 25.31

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Invesco S&p 500 Equal Weight Etf Etf (RSP)
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Nvidia Corp Stock (NVDA)
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View all positions for Valeo Financial Advisors

Top funds holding Series Portfolios Tr

AE Wealth Management
Bienville Capital Management
Jane Street
Schechter Investment Advisors
Black Swift Group
Centennial Wealth Advisory
Valeo Financial Advisors
Mid-American Wealth Advisory Group
Lloyd Advisory Services
Branch Banking & Trust Company
Authentikos Wealth Advisory
Envestnet Asset Management
Morgan Stanley
Royal Bank of Canada
Nordwand Advisors

View all funds holding Series Portfolios Tr