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Series Portfolios Tr shares owned by Claris Financial

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

Historical chart of Claris Financial investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Claris Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $601k 23k 25.65
2025-12-31 $866k 33k 26.48
2025-09-30 $1.3M 49k 26.82
2025-06-30 $922k 35k 26.74

More positions owned by Claris Financial

First Trust Value Dividend Index Etf Uit Exchange Traded (FVD)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Apple Common Stock (AAPL)
Ishares Msci Usa Momntumfct Etf Uit Exchange Traded (MTUM)
Nvidia Corp Common Stock (NVDA)
Vanguard Value Etf Uit Exchange Traded (VTV)
First Trust Capital Strength Etf Uit Exchange Traded (FTCS)
Microsoft Corp Common Stock (MSFT)
Ft Rising Dividend Achievers Etf Uit Exchange Traded (RDVY)
Frst Trt Low Dtn Opnts Etf Iv Uit Exchange Traded (LMBS)
First Trst Enhncd Shrt Mrty Etf Iv Uit Exchange Traded (FTSM)
State Street Spdr S&p 500 Etf Trust Uit Exchange Traded (SPY)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)

View all positions for Claris Financial

Top funds holding Series Portfolios Tr

Security Benefit Life Insurance
Morgan Stanley
SRS Capital Advisors
Colony
Estate Planners Group
Guardian Financial Partners
Gradient Investments
Sound Income Strategies
Stifel Financial
Tower Research Capital
Mariner Wealth Advisors
Atria Investments
Copia Wealth Management
Sowell Financial Services
Kestra Advisory Services

View all funds holding Series Portfolios Tr