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Series Portfolios Tr shares owned by WMG Financial Advisors

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

Historical chart of WMG Financial Advisors investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by WMG Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 87k 26.82
2025-06-30 $1.7M 65k 26.74
2025-03-31 $1.1M 42k 26.57

More positions owned by WMG Financial Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Us Mid C (AVMV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Real Estate Etf (AVRE)
At&t (T)
Vanguard World Inf Tech Etf (VGT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for WMG Financial Advisors

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