Ethos Financial Group »

Series Portfolios Tr shares owned by Ethos Financial Group

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

Historical chart of Ethos Financial Group investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $874k 33k 26.82
2025-06-30 $766k 29k 26.74
2025-03-31 $437k 16k 27.18
2024-12-31 $437k 16k 27.18

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View all positions for Ethos Financial Group

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