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Series Portfolios Tr shares owned by Truvestments Capital

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

Historical chart of Truvestments Capital investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Truvestments Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Truvestments Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.3k 285 25.65

More positions owned by Truvestments Capital

NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Apple (AAPL)
Corning Incorporated (GLW)
Caterpillar (CAT)
Celestica (CLS)
Nextera Energy (NEE)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)
Qualcomm (QCOM)
Kinder Morgan (KMI)
Ryder System (R)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)

View all positions for Truvestments Capital

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

View all funds holding Series Portfolios Tr