Series Portfolios Tr shares owned by AE Wealth Management
Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Series Portfolios Tr
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Quarterly reported holdings in Series Portfolios Tr by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 42k | 29.50 |
| 2025-06-30 | $1.2M | 44k | 26.73 |
| 2025-03-31 | $1.5M | 58k | 26.57 |
| 2024-12-31 | $1.5M | 54k | 26.98 |
| 2024-09-30 | $15M | 567k | 26.88 |
| 2024-06-30 | $17M | 631k | 26.94 |
| 2024-03-31 | $15M | 568k | 26.79 |
| 2023-12-31 | $19M | 722k | 26.68 |
| 2023-09-30 | $5.6M | 213k | 26.14 |