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Series Portfolios Tr shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Series Portfolios Tr (HEDG) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.3M 182k 29.33

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust State Street Spd (BIL)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Axxcess Wealth Management

Top funds holding Series Portfolios Tr

HighTower Advisors
UBS Group
Rockefeller Capital Management
Enzi Wealth
Envestnet Asset Management
Bramshill Investments
Harwood Advisory
Axxcess Wealth Management
Stifel Financial
Gladstone Institutional Advisory
Goss Wealth Management
Chapin Davis
Magnus Financial Group
Commonwealth Equity Services
Oppenheimer & Co

View all funds holding Series Portfolios Tr