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Series Portfolios Tr shares owned by Insigneo Advisory Services

Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) shares owned by Insigneo Advisory Services from 13F filings

Historical chart of Insigneo Advisory Services investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Insigneo Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Insigneo Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $248k 9.4k 26.48

More positions owned by Insigneo Advisory Services

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Spdr Gold Tr Gold Shs (GLD)
Trane Technologies SHS (TT)
Ishares Silver Tr Ishares (SLV)
Alphabet Cap Stk Cl C (GOOG)
Tesla Motors (TSLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Insigneo Advisory Services

Top funds holding Series Portfolios Tr

SRS Capital Advisors
Security Benefit Life Insurance
Colony
Guardian Financial Partners
Goldman Sachs Group
LPL Financial
Jane Street
Black Swift Group
Wright Fund Managment
Flow Traders US
State of New Jersey Common Pension Fund D
Stifel Financial
Gradient Investments
Ball & Co Wealth Management
Carmel Capital Partners

View all funds holding Series Portfolios Tr