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Series Portfolios Tr shares owned by Fortis Group Advisors

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

Historical chart of Fortis Group Advisors investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $443k 17k 26.78
2025-03-31 $2.9M 110k 26.57

More positions owned by Fortis Group Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (BIL)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Rus 2000 Grw Etf (IWO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPYG)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Silver Tr Ishares (SLV)
Alps Etf Tr Alerian Mlp (AMLP)

View all positions for Fortis Group Advisors

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