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Profesionally Managed Portfo shares owned by Copley Financial Group

Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Copley Financial Group from 13F filings

Historical chart of Copley Financial Group investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Copley Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by Copley Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $212k 5.8k 36.49

More positions owned by Copley Financial Group

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Pacer Fds Tr Emrg Mkt Cash (ECOW)
Global X Fds Us Infr Dev Etf (PAVE)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
World Gold Tr Spdr Gld Minis (GLDM)
Vaneck Etf Trust Energy Incme Et (EINC)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Spdr Series Trust State Street Spd (SPAB)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)
Caterpillar (CAT)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Copley Financial Group

Top funds holding Profesionally Managed Portfo

Hantz Financial Services
Morgan Stanley
Glenview Trust
Rockefeller Capital Management
Envestnet Asset Management
HighTower Advisors
Advisor Group Holdings
Stifel Financial
Berkshire Bank
Integrated Wealth Concepts
Nuveen
Skopos Labs
Clarendon Private
Jones Financial Companies, L.L
Congress Asset Management

View all funds holding Profesionally Managed Portfo