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Managed Portfolio Series shares owned by VisionPoint Advisory Group

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

Historical chart of VisionPoint Advisory Group investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Managed Portfolio Series by VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $495k 20k 25.03

More positions owned by VisionPoint Advisory Group

Spdr Series Trust State Street Spd (SPTM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPAB)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Deere & Company (DE)
Spdr Gold Tr Gold Shs (GLD)

View all positions for VisionPoint Advisory Group

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