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Series Portfolios Tr shares owned by Impact Partnership Wealth

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

Historical chart of Impact Partnership Wealth investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Impact Partnership Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 60k 26.82
2025-06-30 $738k 28k 26.74

More positions owned by Impact Partnership Wealth

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfolio S&p400 (SPMD)
Vanguard Index Fds Value Etf (VTV)
Ssga Active Tr Spdr Ssga Ig Pub (PRIV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Growth Etf (VUG)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Series Trust Portfli Intrmdit (SPTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)

View all positions for Impact Partnership Wealth

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