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Series Portfolios Tr shares owned by Evoke Wealth

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

Historical chart of Evoke Wealth investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Evoke Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $285k 11k 26.53

More positions owned by Evoke Wealth

Vanguard Specialized Funds Div App Etf (VIG)
Tidal Etf Tr Rpar Risk Pari (RPAR)
Ishares Tr Core S&p500 Etf (IVV)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Us Tips Etf (SCHP)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Acwi Etf (ACWI)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Evoke Wealth

Top funds holding Series Portfolios Tr

Bienville Capital Management
AE Wealth Management
Guardian Financial Partners
Schechter Investment Advisors
Black Swift Group
Gradient Investments
Klr Investment Advisors
Valeo Financial Advisors
BI Asset Management Fondsmaeglerselskab A/S
Centennial Wealth Advisory
Flow Traders US
Nordwand Advisors
Mid-American Wealth Advisory Group
Belpointe Asset Management
Evoke Wealth

View all funds holding Series Portfolios Tr