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Managed Portfolio Series shares owned by CWM

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

Historical chart of CWM investment in Managed Portfolio Series

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

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Quarterly reported holdings in Managed Portfolio Series by CWM

Quarter filed Position value Share count Share price at filing
2025-12-31 $87k 3.5k 25.13

More positions owned by CWM

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

View all positions for CWM

Top funds holding Managed Portfolio Series

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View all funds holding Managed Portfolio Series