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Managed Portfolio Ser shares owned by Bogart Wealth

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

Historical chart of Bogart Wealth investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Managed Portfolio Ser by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.5k 213 25.66

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Msci Acwi Etf Etf (ACWI)
Vanguard Total Bond Market Etf Etf (BND)
Capital Group Dividend Value Etf Etf (CGDV)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Columbia Research Enhanced Core Etf Etf (RECS)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Invesco Nasdaq 100 Etf Etf (QQQM)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Vanguard Total International Stock Etf Etf (VXUS)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Global X Adaptive U.s. Factor Etf Etf (AUSF)

View all positions for Bogart Wealth

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