CWM »

Series Portfolios Tr shares owned by CWM

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

Historical chart of CWM investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Series Portfolios Tr by CWM

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.0k 346 26.01
2025-09-30 $11k 405 27.16
2025-06-30 $5.0k 197 25.38

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core Univrsl Usd (IUSB)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Core Msci Emkt (IEMG)

View all positions for CWM

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