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Managed Portfolio Ser shares owned by Ascension Capital Advisors

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

Historical chart of Ascension Capital Advisors investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser held by Ascension 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 Ascension Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 55k 25.66

More positions owned by Ascension Capital Advisors

First Tr Exchange Traded Risng Divd Achiv (RDVY)
Profesionally Managed Portfo Akre Focus Etf (AKRE)
Federated Hermes Etf Trust Us Strategic Div (FDV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ark Etf Tr Innovation Etf (ARKK)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Simplify Exchange Traded Fun Simplify Opport (CRDT)
Ishares Tr Residential Mult (REZ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Exxon Mobil Corporation (XOM)
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)
Ishares Tr S&P SML 600 GWT (IJT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Microsoft Corporation (MSFT)

View all positions for Ascension Capital Advisors

Top funds holding Managed Portfolio Ser

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

View all funds holding Managed Portfolio Ser