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CLOZ3 quarters
Position history for FWFocus Partners Wealth's holdings in SERIES PORTFOLIOS TR
Yes. Focus Partners Wealth holds 1,481,838 shares of CLOZ, worth $39.2M, as of its Q2 2026 13F filing. It increased the position by 124,044 shares (+9.1%) from Q1 2026. Focus Partners Wealth has held CLOZ since Q4 2025, across 3 quarterly 13F filings.
Current Value
$39.2M
Current Shares
1.5M
Total Value Change
+$4.4M
Total Shares Change
+177,504
Quarter-by-Quarter History
Other major holders of CLOZ: MORGAN STANLEY, GOLDMAN SACHS GROUP INC, NorthCoast Asset Management LLC