Series Portfolios Tr shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Series Portfolios Tr
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Quarterly reported holdings in Series Portfolios Tr by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 124k | 26.82 |
| 2025-06-30 | $3.3M | 124k | 26.74 |
| 2025-03-31 | $3.3M | 124k | 26.57 |
| 2024-12-31 | $3.3M | 124k | 26.95 |
| 2024-09-30 | $3.4M | 128k | 26.88 |
| 2024-06-30 | $1.6M | 59k | 26.94 |
| 2024-03-31 | $1.6M | 59k | 26.80 |
| 2023-12-31 | $873k | 33k | 26.40 |
| 2023-09-30 | $687k | 26k | 26.14 |