Sowell Financial Services »

Series Portfolios Tr shares owned by Sowell Financial Services

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

Historical chart of Sowell Financial Services investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Series Portfolios Tr by Sowell Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 152k 26.82
2025-06-30 $4.0M 150k 26.74
2025-03-31 $7.8M 295k 26.57

More positions owned by Sowell Financial Services

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Two Rds Shared Tr Affinity World (WLDR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Advisors Inner Circle Fd Iii Rayliant Quantit (RAYD)
Alphabet Cap Stk Cl A (GOOGL)
Pimco Etf Tr Active Bd Etf (BOND)
JPMorgan Chase & Co. (JPM)

View all positions for Sowell Financial Services

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