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Series Portfolios Tr shares owned by We Are One Seven

Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) shares owned by We Are One Seven from 13F filings

Historical chart of We Are One Seven investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by We Are One Seven consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by We Are One Seven

Quarter filed Position value Share count Share price at filing
2025-09-30 $838k 31k 26.82
2025-06-30 $992k 37k 26.74
2025-03-31 $988k 37k 26.57
2024-12-31 $1.0M 38k 26.95
2024-09-30 $795k 30k 26.88

More positions owned by We Are One Seven

NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs Put Option (VOO)
Microsoft Corporation (MSFT)
Broadcom Put Option (AVGO)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Value Etf (VTV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Us Aggbd Et (AGG)
Meta Platforms Cl A (META)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for We Are One Seven

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