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Series Portfolios Tr shares owned by Hrt Financial

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

Historical chart of Hrt Financial investment in Series Portfolios Tr

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

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Quarterly reported holdings in Series Portfolios Tr by Hrt Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $293k 11k 26.75
2025-03-31 $703k 27k 26.56

More positions owned by Hrt Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Apple Put
Ishares Tr Russell 2000 Etf (IWM)
Nvidia Corporation Put
Microsoft Corporation (MSFT)
Microsoft Corp Put
Johnson & Johnson (JNJ)
Amphenol Corp Cl A (APH)
Applovin Corp Call
Grab Holdings Class A Ord (GRAB)
Apple Call
Tesla Motors (TSLA)

View all positions for Hrt Financial

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

View all funds holding Series Portfolios Tr