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Managed Portfolio Ser shares owned by Change Path

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

Historical chart of Change Path investment in Managed Portfolio Ser

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

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Quarterly reported holdings in Managed Portfolio Ser by Change Path

Quarter filed Position value Share count Share price at filing
2025-12-31 $419k 16k 25.66

More positions owned by Change Path

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Pimco Etf Tr Active Bd Etf (BOND)
Advisorshares Tr Star Glob Buyw (VEGA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Change Path

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