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Series Portfolios Tr shares owned by Sovereign Financial Group

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

Historical chart of Sovereign Financial Group investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Sovereign Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $278k 11k 26.42

More positions owned by Sovereign Financial Group

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sovereign Financial Group

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
Tower Research Capital
Stifel Financial
Barclays
Mariner Wealth Advisors
Atria Investments
Copia Wealth Management
Sowell Financial Services

View all funds holding Series Portfolios Tr