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Series Portfolios Tr shares owned by Essex Financial Services

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

Historical chart of Essex Financial Services investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Essex Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $603k 23k 26.82

More positions owned by Essex Financial Services

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Eli Lilly & Co. (LLY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Essex Financial Services

Top funds holding Series Portfolios Tr

SRS Capital Advisors
Security Benefit Life Insurance
Goldman Sachs Group
Kovitz Investment Group Partners
Guardian Financial Partners
Black Swift Group
Wright Fund Managment
Brookstone Capital Management
Ball & Co Wealth Management
State of New Jersey Common Pension Fund D
Gradient Investments
Kestra Advisory Services
Bienville Capital Management
Carmel Capital Partners
Stifel Financial

View all funds holding Series Portfolios Tr