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Series Portfolios Tr shares owned by Crestwood Advisors

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

Historical chart of Crestwood Advisors investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $201k 7.6k 26.42

More positions owned by Crestwood Advisors

Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Applied Matls Stock (AMAT)
Applied Finance Valuation Large Cap Etf Etf (VSLU)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Broadcom Stock (AVGO)
Lam Research Corp Stock (LRCX)
Kla Corp Stock (KLAC)
Visa Inc Com Cl A Stock (V)
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)

View all positions for Crestwood Advisors

Top funds holding Series Portfolios Tr

SRS Capital Advisors
Security Benefit Life Insurance
Morgan Stanley
Colony
Estate Planners Group
Guardian Financial Partners
Atria Investments
Mariner Wealth Advisors
LPL Financial
Sound Income Strategies
Gradient Investments
Stifel Financial
Inspire Advisors
Barclays
Copia Wealth Management

View all funds holding Series Portfolios Tr