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Series Portfolios Tr shares owned by Third View Private Wealth

Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) shares owned by Third View Private Wealth from 13F filings

Historical chart of Third View Private Wealth investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Third View Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Third View Private Wealth

Quarter filed Position value Share count Share price at filing
2026-09-30 $265k 10k 26.30

More positions owned by Third View Private Wealth

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Apple Put Option (AAPL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOG)
Visa Com Cl A (V)
Tesla Motors (TSLA)
Vanguard Index Fds Mrngstr Grwt Etf (VUG)
Netflix (NFLX)
Boeing Company (BA)
Analog Devices (ADI)

View all positions for Third View Private Wealth

Top funds holding Series Portfolios Tr

SRS Capital Advisors
Security Benefit Life Insurance
Colony
Estate Planners Group
Guardian Financial Partners
Atria Investments
Mariner Wealth Advisors
Founders Financial Securities
LPL Financial
Wright Fund Managment
Sound Income Strategies
Gradient Investments
J2 Capital Management
Stifel Financial
Basso Capital Management

View all funds holding Series Portfolios Tr