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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

Tip: Access up to 7 years of quarterly data

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

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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
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

More positions owned by AE Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
American Centy Etf Tr Avantis Core Fi (AVIG)
Alphabet Cap Stk Cl A (GOOGL)
Aim Etf Products Trust Allianzim Us Lgr (AUGT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for AE Wealth Management

Top funds holding Series Portfolios Tr

Bienville Capital Management
Schechter Investment Advisors
State of New Jersey Common Pension Fund D
Guardian Financial Partners
Black Swift Group
AE Wealth Management
Knott David M Jr
Gradient Investments
Jane Street
Kovitz Investment Group Partners
Atria Investments
Envestnet Asset Management
Mariner Wealth Advisors
Carnick & Kubik
Almanack Investment Partners

View all funds holding Series Portfolios Tr