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Series Portfolios Tr shares owned by Cedar Wealth Management

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

Historical chart of Cedar Wealth Management investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Cedar 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 Cedar Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 101k 26.82
2025-06-30 $2.5M 95k 26.74
2025-03-31 $2.4M 89k 26.57

More positions owned by Cedar Wealth Management

Vanguard Index Fds Otal Stk Mkt (VTI)
Schwab Strategic Tr S Dividend Eq (SCHD)
Invesco Exchange Traded Fd T &p 500 Top 50 (XLG)
Invesco Exch Traded Fd Tr Ii &p Intl Qulty (IDHQ)
Vanguard World Sg Us Stk Etf (ESGV)
Invesco Exchange Traded Fd T &p 500 Garp Etf (SPGP)
Philip Morris Intl Om (PM)
Dimensional Etf Trust S Core Equity 2 (DFAC)
Vanguard Index Fds &p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T &p500 Quality (SPHQ)
Ishares Tr Ussell 3000 Etf (IWV)
Altria Group Om (MO)
Vanguard Intl Equity Index F Tse Europe Etf (VGK)
Alphabet Ap Stk Cl A (GOOGL)
Amazon Om (AMZN)

View all positions for Cedar Wealth Management

Top funds holding Series Portfolios Tr

SRS Capital Advisors
Security Benefit Life Insurance
Goldman Sachs Group
Kovitz Investment Group Partners
Guardian Financial Partners
Black Swift Group
Wright Fund Managment
Brookstone Capital Management
Ball & Co Wealth Management
State of New Jersey Common Pension Fund D
Gradient Investments
Kestra Advisory Services
Bienville Capital Management
Carmel Capital Partners
Stifel Financial

View all funds holding Series Portfolios Tr