Chris Bulman »

Series Portfolios Tr shares owned by Chris Bulman

Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) shares owned by Chris Bulman from 13F filings

Historical chart of Chris Bulman investment in Series Portfolios Tr

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All positions including Series Portfolios Tr held by Chris Bulman consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Chris Bulman

Quarter filed Position value Share count Share price at filing
2025-09-30 $221k 8.2k 26.82
2025-03-31 $262k 9.9k 26.57
2024-12-31 $266k 9.9k 26.95
2024-06-30 $8.7k 324 26.94

More positions owned by Chris Bulman

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
First Tr Exchange Traded Intl Dev Strngth (FICS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Small Cp Etf (VB)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Chris Bulman

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