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Managed Portfolio Series shares owned by Atria Investments

Quarter-by-quarter ownership of Managed Portfolio Series (KAMO) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Series held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Series by Atria Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 59k 25.03

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
Meta Platforms Cl A (META)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Atria Investments

Top funds holding Managed Portfolio Series

Assetmark
Heritage Oak Wealth Advisors
Envestnet Asset Management
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Sunbelt Securities
Atria Investments
Concurrent Investment Advisors
Arkadios Wealth Advisors
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We Are One Seven
Strategic Blueprint
Fulcrum Equity Management
VisionPoint Advisory Group
RFG Advisory
TFB Advisors

View all funds holding Managed Portfolio Series