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Series Portfolios Tr shares owned by Mutual Advisors

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

Historical chart of Mutual Advisors investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Mutual Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $257k 9.6k 26.65
2024-12-31 $1.0M 39k 27.07

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View all positions for Mutual Advisors

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