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Managed Portfolio Series shares owned by Global Assets Advisory

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

Historical chart of Global Assets Advisory investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Managed Portfolio Series by Global Assets Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.0M 41k 24.63

More positions owned by Global Assets Advisory

Apple (AAPL)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Trust Series 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust St Term High Etf (SJNK)
Wisdomtree Tr Floatng Rat Trea (USFR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Tesla Motors (TSLA)

View all positions for Global Assets Advisory

Top funds holding Managed Portfolio Series

LPL Financial
Assetmark
CoreCap Advisors
Heritage Oak Wealth Advisors
Envestnet Asset Management
Leuthold Weeden Capital Management
Sunbelt Securities
Atria Investments
IFP Advisors
Concurrent Investment Advisors
Arkadios Wealth Advisors
Global Assets Advisory
We Are One Seven
Strategic Blueprint
Jane Street

View all funds holding Managed Portfolio Series