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Series Portfolios Tr shares owned by Vestmark Advisory Solutions

Quarter-by-quarter ownership of Series Portfolios Tr (HEDG) shares owned by Vestmark Advisory Solutions from 13F filings

Historical chart of Vestmark Advisory Solutions investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Vestmark Advisory Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Vestmark Advisory Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $13M 459k 28.98

More positions owned by Vestmark Advisory Solutions

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Amazon (AMZN)
Dimensional Etf Trust Global Cr Etf (DGCB)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Vestmark Advisory Solutions

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
Raymond James Financial
Bramshill Investments
Harwood Advisory
Stifel Financial

View all funds holding Series Portfolios Tr