CWM »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Managed Portfolio Series by CWM

Quarter filed Position value Share count Share price at filing
2026-03-31 $95k 3.9k 24.68
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)
Spdr Index Shs Fds State Street Spd (SPDW)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Series Trust State Street Spd (SPTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for CWM

Top funds holding Managed Portfolio Series

Assetmark
CoreCap Advisors
Heritage Oak Wealth Advisors
Envestnet Asset Management
Leuthold Weeden Capital Management
Sunbelt Securities
Atria Investments
Concurrent Investment Advisors
Goldman Sachs Group
IFP Advisors
Arkadios Wealth Advisors
We Are One Seven
Strategic Blueprint
Legacy Wealth Partners
Fulcrum Equity Management

View all funds holding Managed Portfolio Series