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Series Portfolios Tr shares owned by Sequoia Financial Advisors

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

Historical chart of Sequoia Financial Advisors investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $327k 12k 26.82
2025-06-30 $320k 12k 26.74
2025-03-31 $311k 12k 26.57
2024-12-31 $310k 12k 26.95
2024-09-30 $302k 11k 26.88
2024-06-30 $296k 11k 26.94

More positions owned by Sequoia Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Ccm Global Equit (CCMG)
Ishares Tr Core Msci Total (IXUS)
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Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Etf Ser Solutions Distillate Us (DSTL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Amazon (AMZN)
Vanguard Bd Index Fds Short Trm Bond (BSV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Broadcom (AVGO)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Sequoia Financial 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