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Managed Portfolio Ser shares owned by Aptus Capital Advisors

Quarter-by-quarter ownership of Managed Portfolio Ser (KHPI) shares owned by Aptus Capital Advisors from 13F filings

Historical chart of Aptus Capital Advisors investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser held by Aptus Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser by Aptus Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 103k 25.53
2025-06-30 $1.1M 44k 25.28

More positions owned by Aptus Capital Advisors

Ishares Tr Iboxx Hi Yd Etf (HYG)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Doordash Cl A (DASH)
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NVIDIA Corporation (NVDA)
Thermo Fisher Scientific (TMO)
Apple (AAPL)
Microsoft Corporation Put Option (MSFT)
salesforce (CRM)
Tesla Motors (TSLA)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Eli Lilly & Co. (LLY)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)

View all positions for Aptus Capital Advisors

Top funds holding Managed Portfolio Ser

LPL Financial
Heritage Oak Wealth Advisors
Armis Advisers
Kestra Advisory Services
Prospera Financial Services
Apollon Wealth Management
United Advisor Group
CoreCap Advisors
Atria Investments
Money Concepts Capital Corp
HFG Wealth Management
Envestnet Asset Management
Cambridge Investment Research Advisors
Arete Wealth Advisors
Sigma Planning

View all funds holding Managed Portfolio Ser