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Series Portfolios Tr shares owned by Advyzon Investment Management

Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) shares owned by Advyzon Investment Management from 13F filings

Historical chart of Advyzon Investment Management investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Advyzon Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Advyzon Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $409k 15k 26.48

More positions owned by Advyzon Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Graniteshares Gold Tr Shs Ben Int (BAR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Wisdomtree Tr Blmbg Us Bull (USDU)
Broadcom (AVGO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Advyzon Investment Management

Top funds holding Series Portfolios Tr

SRS Capital Advisors
Security Benefit Life Insurance
Colony
Guardian Financial Partners
Goldman Sachs Group
LPL Financial
Jane Street
Black Swift Group
Wright Fund Managment
Flow Traders US
State of New Jersey Common Pension Fund D
Stifel Financial
Gradient Investments
Ball & Co Wealth Management
Carmel Capital Partners

View all funds holding Series Portfolios Tr