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Managed Portfolio Series shares owned by Heritage Oak Wealth Advisors

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

Historical chart of Heritage Oak Wealth Advisors investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Managed Portfolio Series by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $12M 467k 25.03

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
Spdr Series Trust State Street Spd (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Managed Portfolio Series Kensington Hedge (KHPI)
Managed Portfolio Series Kensington Cr Op (KAMO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Series Trust State Street Spd (XME)
Ishares Tr Broad Usd High (USHY)
Planet Fitness Cl A (PLNT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Managed Portfolio Series

Assetmark
Heritage Oak Wealth 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
TFB Advisors

View all funds holding Managed Portfolio Series