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Series Portfolios Tr shares owned by Belpointe Asset Management

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

Historical chart of Belpointe Asset Management investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $330k 12k 26.80

More positions owned by Belpointe Asset Management

Apple (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Badger Meter (BMI)
Collaborative Investmnt Ser Etf (RSEE)
Amazon (AMZN)
Berkshire Hathaway (BRK.B)
Spdr Ser Tr Etf (SPLG)
Belpointe Prep Etf (OZ)
Facebook Inc cl a (META)
Ishares Tr Etf (IVV)
Spdr Series Trust Spdr Bloomberg 1 3 Month T Bill Etf Etf (BIL)

View all positions for Belpointe Asset Management

Top funds holding Series Portfolios Tr

Bienville Capital Management
Guardian Financial Partners
Schechter Investment Advisors
AE Wealth Management
Black Swift Group
Gradient Investments
Klr Investment Advisors
Morgan Stanley
Envestnet Asset Management
Valeo Financial Advisors
BI Asset Management Fondsmaeglerselskab A/S
Centennial Wealth Advisory
Nordwand Advisors
Mid-American Wealth Advisory Group
UBS Group

View all funds holding Series Portfolios Tr