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Carillon Ser Tr shares owned by Tulsa Wealth Advisors

Quarter-by-quarter ownership of Carillon Ser Tr (RJDI) shares owned by Tulsa Wealth Advisors from 13F filings

Historical chart of Tulsa Wealth Advisors investment in Carillon Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Carillon Ser Tr held by Tulsa Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carillon Ser Tr by Tulsa Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $636k 24k 26.73

More positions owned by Tulsa Wealth Advisors

Invesco S&p 500 Quality Etf S&p500 Quality (SPHQ)
Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)
Ishares U.s. Equity Factor Rotation Acti Ishares Us Equit (DYNF)
Avantis Us Large Cap Value Etf Us Large Cap Vlu (AVLV)
Invesco S&p 500 Top 50 Etf S&p 500 Top 50 (XLG)
Vanguard Growth Etf Growth Etf (VUG)
Ishares Tr 7-10 Yr Trsy Bd 7-10 Yr Trsy Bd (IEF)
Ishares Tr Hdg Msci Eafe Hdg Msci Eafe (HEFA)
Broadcom (AVGO)
Apple (AAPL)
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Eaton Corporation SHS (ETN)

View all positions for Tulsa Wealth Advisors

Top funds holding Carillon Ser Tr

Raymond James Financial
Clear Trail Advisors
Global Assets Advisory
Steward Partners Investment Advisory
Tulsa Wealth Advisors
Jane Street
Phillips Wealth Planners
VisionPoint Advisory Group
Clear Investment Research
Nemes Rush Group
UBS Group

View all funds holding Carillon Ser Tr