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Managed Portfolio Series shares owned by CoreCap Advisors

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

Historical chart of CoreCap Advisors investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Managed Portfolio Series by CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.0M 323k 24.68

More positions owned by CoreCap Advisors

Vanguard Total Stock Market Etf Etf (VTI)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard S&p 500 Etf Etf (VOO)
State Street Technology Select Sector Spdr Etf Etf (XLK)
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Invesco Qqq Trust Series I Etf (QQQ)
Schwab U.s. Small-cap Etf Etf (SCHA)
Goldman Sachs Marketbeta U.s. Equity Etf Etf (GSUS)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p 500 Etf Etf (IVV)
State Street Spdr S&p 500 Etf Etf (SPY)
Amazon Stock (AMZN)

View all positions for CoreCap Advisors

Top funds holding Managed Portfolio Series

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

View all funds holding Managed Portfolio Series