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Series Portfolios Tr shares owned by WESPAC Advisors

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

Historical chart of WESPAC Advisors investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by WESPAC Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.0M 152k 26.42

More positions owned by WESPAC Advisors

Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Series Portfolios Tr Eldr Aaa Clo Etf (CLOX)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Micron Technology (MU)
Merck & Co (MRK)
Vanguard World Inf Tech Etf (VGT)
Apple (AAPL)

View all positions for WESPAC Advisors

Top funds holding Series Portfolios Tr

SRS Capital Advisors
Security Benefit Life Insurance
Morgan Stanley
Colony
Estate Planners Group
Guardian Financial Partners
Atria Investments
Mariner Wealth Advisors
LPL Financial
Sound Income Strategies
Gradient Investments
Stifel Financial
Inspire Advisors
Barclays
Copia Wealth Management

View all funds holding Series Portfolios Tr