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Managed Portfolio Ser shares owned by CoreCap Advisors

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

Historical chart of CoreCap Advisors investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Managed Portfolio Ser by CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 192k 25.53
2025-06-30 $4.2M 167k 25.28
2025-03-31 $3.6M 149k 23.96
2024-12-31 $4.6M 183k 25.27

More positions owned by CoreCap Advisors

Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Total Bond Market Etf Etf (BND)
Technology Select Sector Spdr Fund Etf (XLK)
Vanguard S&p 500 Etf Etf (VOO)
Invesco Qqq Trust Series I Etf (QQQ)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Nvidia Corporation Stock (NVDA)
Goldman Sachs Marketbeta U.s. Equity Etf Etf (GSUS)
Apple Stock (AAPL)
Schwab U.s. Small-cap Etf Etf (SCHA)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Growth Etf Etf (VUG)
Invesco S&p 500 Equal Weight Etf Etf (RSP)

View all positions for CoreCap 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