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Series Portfolios Tr shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Series Portfolios Tr (HEDG) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $13M 464k 28.98

More positions owned by Mount Yale Investment Advisors

Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY)
JPMorgan Chase & Co. (JPM)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Home Depot (HD)

View all positions for Mount Yale Investment Advisors

Top funds holding Series Portfolios Tr

HighTower Advisors
UBS Group
Journey Strategic Wealth
Royal Bank of Canada
Rockefeller Capital Management
Enzi Wealth
Garden State Investment Advisory Services
Envestnet Asset Management
Mount Yale Investment Advisors
Vestmark Advisory Solutions
Platform Technology Partners
Bramshill Investments
Harwood Advisory
Stifel Financial
Gladstone Institutional Advisory

View all funds holding Series Portfolios Tr