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Series Portfolios Tr shares owned by Client First Investment Management

Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) shares owned by Client First Investment Management from 13F filings

Historical chart of Client First Investment Management investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Client First Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.0M 113k 26.42

More positions owned by Client First Investment Management

Series Portfolios Tr Adaptiv Select (ADPV)
Proshares Tr Pshs Ult S&p 500 (SSO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Proshares Tr Pshs Ultruss2000 (UWM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL)
Ishares Tr Faln Angls Usd (FALN)
Virtus Etf Tr Ii Stone Harbor Emg (VEMY)
Pacer Fds Tr Arist High Etf (FLRT)
Calamos Etf Tr Convertible Eqty (CVRT)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Investment Managers Ser Tr I Tradr 2x Long (NEBX)
Eli Lilly & Co. (LLY)
Tidal Trust Iii Vist Arti In Etf (AIS)
Ark Etf Tr Genomic Rev Etf (ARKG)

View all positions for Client First Investment Management

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
Tower Research Capital
Stifel Financial
Barclays
Mariner Wealth Advisors
Atria Investments
Copia Wealth Management
Sowell Financial Services

View all funds holding Series Portfolios Tr