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Series Portfolios Tr shares owned by Founders Financial Securities

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

Historical chart of Founders Financial Securities investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Founders Financial Securities

Quarter filed Position value Share count Share price at filing
2026-09-30 $9.8M 372k 26.30
2024-12-31 $1.4M 51k 26.95

More positions owned by Founders Financial Securities

Spdr Series Trust ST STR P500GRW (SPYG)
Spdr Series Trust St Str P500val (SPYV)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Mrngstr Mid Cap (VO)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p Us Gwt (IUSG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Founders Financial Securities

Top funds holding Series Portfolios Tr

SRS Capital Advisors
Security Benefit Life Insurance
Colony
Estate Planners Group
Guardian Financial Partners
Atria Investments
Mariner Wealth Advisors
Founders Financial Securities
LPL Financial
Wright Fund Managment
Sound Income Strategies
Gradient Investments
J2 Capital Management
Stifel Financial
Inspire Advisors

View all funds holding Series Portfolios Tr