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Series Portfolios Tr shares owned by GK Wealth Management

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

Historical chart of GK Wealth Management investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by GK Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $8.5k 323 26.30

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Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
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Lithium Amers Corp Com Shs (LAC)
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View all positions for GK Wealth Management

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
LPL Financial
Sound Income Strategies
Gradient Investments
Stifel Financial
Inspire Advisors
Barclays
Copia Wealth Management
Navis Wealth Advisors

View all funds holding Series Portfolios Tr