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Managed Portfolio Ser tortoise wtr shares owned by CWM

Quarter-by-quarter ownership of Managed Portfolio Ser tortoise wtr shares owned by CWM from 13F filings

Historical chart of CWM investment in Managed Portfolio Ser tortoise wtr

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All positions including Managed Portfolio Ser tortoise wtr held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser tortoise wtr by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $74k 1.4k 53.24
2025-06-30 $234k 4.4k 52.94
2025-03-31 $826k 18k 47.32
2023-09-30 $2.0k 40 50.00
2023-06-30 $2.0k 40 50.00
2023-03-31 $2.0k 40 50.00
2022-12-31 $1.0k 40 25.00
2022-09-30 $1.0k 40 25.00

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding Managed Portfolio Ser tortoise wtr

Colorado Capital Management
CLS Investments
Advisor Group Holdings
Morgan Stanley
CWM
Global Retirement Partners

View all funds holding Managed Portfolio Ser tortoise wtr