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Series Portfolios Tr shares owned by Commonwealth Equity Services

Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) shares owned by Commonwealth Equity Services from 13F filings

Historical chart of Commonwealth Equity Services investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Commonwealth Equity Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Commonwealth Equity Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $448k 17k 26.48
2025-09-30 $381k 14k 26.81
2025-06-30 $289k 11k 26.70
2025-03-31 $872k 33k 26.57

More positions owned by Commonwealth Equity Services

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for Commonwealth Equity Services

Top funds holding Series Portfolios Tr

SRS Capital Advisors
Security Benefit Life Insurance
Colony
Guardian Financial Partners
Goldman Sachs Group
LPL Financial
Jane Street
Black Swift Group
Wright Fund Managment
Flow Traders US
State of New Jersey Common Pension Fund D
Stifel Financial
Gradient Investments
Ball & Co Wealth Management
Carmel Capital Partners

View all funds holding Series Portfolios Tr