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Managed Portfolio Series shares owned by IFP Advisors

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

Historical chart of IFP Advisors investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Managed Portfolio Series by IFP Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 42k 25.03

More positions owned by IFP Advisors

Apple cs (AAPL)
Nvidia Corporation cs (NVDA)
Spdr S&p 500 Etf Tr cs (SPY)
Amazon cs (AMZN)
Vanguard Index Fds cs (VUG)
Alphabet cs (GOOG)
Microsoft Corp cs (MSFT)
Invesco Qqq Tr cs (QQQ)
Ishares Tr cs (IVW)
Ishares Gold Tr mc (IAU)
Spdr Series Trust cs (SPYM)
Alphabet cs (GOOGL)
Ishares Tr cs (TLT)
Ishares Tr cs (OEF)
Ishares Tr cs (IVV)

View all positions for IFP 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