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Series Portfolios Tr shares owned by Morris Retirement Advisors

Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) shares owned by Morris Retirement Advisors from 13F filings

Historical chart of Morris Retirement Advisors investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Morris Retirement Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $216k 8.2k 26.48

More positions owned by Morris Retirement Advisors

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)
Ishares Tr Core S&p500 Etf (IVV)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pimco Etf Tr Active Bd Etf (BOND)
Ssga Active Etf Tr State Street Bla (SRLN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Us Aer Def Etf (ITA)
Spdr Series Trust State Street Spd (KBE)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchange Traded Rba Indl Etf (AIRR)

View all positions for Morris Retirement Advisors

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