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Series Portfolios Tr shares owned by Empowered Funds

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

Historical chart of Empowered Funds investment in Series Portfolios Tr

Jul 2024Aug 2024Sep 2024Oct 2024Nov 2024Dec 2024Jan 20254M6M8M10M200k300k400k
Value ($)Share countHistorical CLOZ position of Empowered Funds Source: stockzoa.comValue ($)Share count

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Quarterly reported holdings in Series Portfolios Tr by Empowered Funds

Quarter filed Position value Share count Share price at filing
2024-12-31 $11M 419k 26.95
2024-06-30 $4.4M 164k 26.94

More positions owned by Empowered Funds

Apple (AAPL)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Chevron Corporation (CVX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Broadcom (AVGO)
Amazon (AMZN)
Meta Platforms Cl A (META)
American Centy Etf Tr Real Estate Etf (AVRE)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Empowered Funds

Top funds holding Series Portfolios Tr

Schechter Investment Advisors
State of New Jersey Common Pension Fund D
Kovitz Investment Group Partners
Guardian Financial Partners
Security Benefit Life Insurance
Black Swift Group
Gradient Investments
Brookstone Capital Management
Empowered Funds
Wright Fund Managment
Sowell Financial Services
Atria Investments
Almanack Investment Partners
Mariner Wealth Advisors
UBS Group

View all funds holding Series Portfolios Tr