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Series Portfolios Tr shares owned by CWM

Quarter-by-quarter ownership of Series Portfolios Tr (KRUZ) shares owned by CWM from 13F filings

Historical chart of CWM investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0k 61 32.79
2024-03-31 $1.0k 24 41.67

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding Series Portfolios Tr

Flow Traders US
HighTower Advisors
Cornerstone Planning Group
Concord Wealth Partners
WR Wealth Planners
Hollencrest Securities
Parallel Advisors
EverSource Wealth Advisors
LRI Investments
CWM
Simplex Trading
Northwest Capital Management
Harbour Investments
Rise Advisors
Larson Financial Group

View all funds holding Series Portfolios Tr