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Series Portfolios Tr shares owned by Highline Wealth Partners

Quarter-by-quarter ownership of Series Portfolios Tr (ICAP) shares owned by Highline Wealth Partners from 13F filings

Historical chart of Highline Wealth Partners investment in Series Portfolios Tr

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

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Quarterly reported holdings in Series Portfolios Tr by Highline Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.8k 100 28.07

More positions owned by Highline Wealth Partners

Pgim Aaa Clo Etf Etf (PAAA)
JPMorgan Ultra-Short Income ETF Etf (JPST)
Nvidia Corporation Stock (NVDA)
TCW Flexible Income ETF Etf (FLXR)
Vanguard S&P 500 ETF Etf (VOO)
iShares Core MSCI EAFE ETF Etf (IEFA)
Invesco Nasdaq 100 Etf Etf (QQQM)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Apple Inc Com/Inv Stock (AAPL)
Vanguard Russell 1000 Value ETF Etf (VONV)
Amazon Stock (AMZN)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Tesla Stock (TSLA)
Advanced Micro Devices Stock (AMD)

View all positions for Highline Wealth Partners

Top funds holding Series Portfolios Tr

Independent Financial Group
Janney Montgomery Scott
Envestnet Asset Management
Mml Investors Services
Advisor Group Holdings
Infrastructure Capital Advisors
Maridea Wealth Management
Goss Wealth Management
Old Mission Capital
Hanson McClain Advisors
International Assets Investment Management
Burnham & Co
Trask Adam Roland
Steward Partners Investment Advisory
Highline Wealth Partners

View all funds holding Series Portfolios Tr