Who owns SERIES PORTFOLIOS TR?
- Ticker: ICAP
- CUSIP Number: 81752t619
Tip: Access positions for across all investors
Analyze quarterly positions in Series Portfolios Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Series Portfolios Tr stock
Who bought or sold SERIES PORTFOLIOS TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Independent Financial Group | 78k | $2.0M | 7% | Mar 2026 |
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| Janney Montgomery Scott | 34k | $891k | 182% | Mar 2026 |
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| Infrastructure Capital Advisors | 20k | $537k | -26% | Mar 2026 |
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| Goss Wealth Management | 18k | $476k | 100% | Mar 2026 |
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| Advisor Group Holdings | 17k | $484k | -3% | Dec 2025 |
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| Maridea Wealth Management | 14k | $373k | 100% | Mar 2026 |
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| International Assets Investment Management | 1.9k | $49k | 100% | Mar 2026 |
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| Trask Adam Roland | 1.2k | $32k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 600.00 | $16k | 0% | Mar 2026 |
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| CWM | 92.00 | $3.0k | 100% | Dec 2025 |
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| Signature | 75.00 | $2.0k | 3% | Mar 2026 |
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| Archer Investment Corp | 60.00 | $1.6k | 3% | Mar 2026 |
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| Morgan Stanley | 5.00 | $146.000000 | 25% | Mar 2026 |
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| Wells Fargo & Company | 1.00 | $28.000000 | -50% | Mar 2026 |
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Who sold out of Series Portfolios Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Royal Bank of Canada | Sep 2025 | 211.00 | $6.8k |
| Wealth Watch Advisors | Dec 2025 | 5.00 | $139.000000 |
| AE Wealth Management | Dec 2025 | 3.00 | $72.999900 |