Stifel Financial »

Series Portfolios Tr shares owned by Stifel Financial

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

Historical chart of Stifel Financial investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Stifel Financial 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 Stifel Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7M 211k 26.82
2025-06-30 $3.7M 140k 26.74

More positions owned by Stifel Financial

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wal-Mart Stores (WMT)
Home Depot (HD)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Cisco Systems (CSCO)
Johnson & Johnson (JNJ)

View all positions for Stifel Financial

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