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Series Portfolios Tr shares owned by Leo Wealth

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

Historical chart of Leo Wealth investment in Series Portfolios Tr

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

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Quarterly reported holdings in Series Portfolios Tr by Leo Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $253k 9.9k 25.65

More positions owned by Leo Wealth

Vanguard World Esg Us Stk Etf (ESGV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Affirm Hldgs Com Cl A (AFRM)
Johnson & Johnson (JNJ)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Amazon (AMZN)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Leo Wealth

Top funds holding Series Portfolios Tr

Security Benefit Life Insurance
Morgan Stanley
SRS Capital Advisors
Colony
Estate Planners Group
Guardian Financial Partners
Gradient Investments
Sound Income Strategies
Stifel Financial
Tower Research Capital
Mariner Wealth Advisors
Atria Investments
Copia Wealth Management
Sowell Financial Services
Kestra Advisory Services

View all funds holding Series Portfolios Tr