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Managed Portfolio Ser shares owned by Arete Wealth Advisors

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

Historical chart of Arete Wealth Advisors investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Managed Portfolio Ser by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 108k 25.53
2025-06-30 $2.9M 114k 25.28
2025-03-31 $2.6M 110k 23.96
2024-12-31 $845k 33k 25.30

More positions owned by Arete Wealth Advisors

NVIDIA Corporation (NVDA)
Apple (AAPL)
Walt Disney Company (DIS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Series Trust Portfolio Agrgte (SPAB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Microsoft Corporation (MSFT)
Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Eafe Value Etf (EFV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Arete Wealth 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