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Series Portfolios Tr shares owned by UBS Group

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

Historical chart of UBS Group investment in Series Portfolios Tr

Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 202402M4M6M050k100k150k200k
Value ($)Share countHistorical CLOZ position of UBS Group Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Series Portfolios Tr by UBS Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.7M 212k 26.88
2024-06-30 $5.3M 197k 26.94
2024-03-31 $361k 14k 26.80
2023-03-31 $40k 1.6k 25.20