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Series Portfolios Tr shares owned by Highline Wealth Partners

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

Historical chart of Highline Wealth Partners investment in Series Portfolios Tr

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

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Quarterly reported holdings in Series Portfolios Tr by Highline Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $13k 500 26.48

More positions owned by Highline Wealth Partners

JPMorgan Ultra-Short Income ETF Etf (JPST)
Nvidia Corporation Stock (NVDA)
Janus Henderson AAA CLO ETF Etf (JAAA)
Vanguard S&P 500 ETF Etf (VOO)
Apple Inc Com/Inv Stock (AAPL)
iShares Core MSCI EAFE ETF Etf (IEFA)
Microsoft Corp Stock (MSFT)
Invesco Nasdaq 100 Etf Etf (QQQM)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Vanguard Russell 1000 Value ETF Etf (VONV)
Amazon Stock (AMZN)
iShares 5-10 Year Investment Grade Corporate Bond ETF Etf (IGIB)
Meta Platforms Inc Cl A Stock (META)
Tesla Stock (TSLA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Highline Wealth Partners

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
Bienville Capital Management
Carmel Capital Partners
Stifel Financial
Branch Banking & Trust Company

View all funds holding Series Portfolios Tr