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Series Portfolios Tr shares owned by High Point Wealth Management

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

Historical chart of High Point Wealth Management investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by High Point 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 High Point Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.9k 147 26.55

More positions owned by High Point Wealth Management

Ishares Dj Us Technology Etf (IYW)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Fidelity High Dividend Etf Etf (FDVV)
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)
State Street Spdr S&p Software & Services Etf Etf (XSW)
Public Svc Enterprise Grp Stock (PEG)
Southern Stock (SO)
Ishares Tr High Divid Equity Etf (HDV)
Ishares S&p 500 Index Etf (IVV)
First Trust Cloud Computing Etf Etf (SKYY)
Consolidated Edison Stock (ED)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares U.s. Medical Devices Etf Etf (IHI)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Health Care Reit Reit (WELL)

View all positions for High Point Wealth Management

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
State of New Jersey Common Pension Fund D
Gradient Investments
Ball & Co Wealth Management
Kestra Advisory Services
Carmel Capital Partners
Bienville Capital Management
Stifel Financial
Envestnet Asset Management

View all funds holding Series Portfolios Tr