Cornerstone Wealth Management »

Managed Portfolio Ser shares owned by Cornerstone Wealth Management

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

Historical chart of Cornerstone Wealth Management investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Managed Portfolio Ser by Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 51k 25.66
2025-09-30 $925k 36k 25.53

More positions owned by Cornerstone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Spdr Series Trust State Street Spd (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Msci Usa Min Vol (USMV)
Amazon (AMZN)
Vanguard Specialized Funds Div App Etf (VIG)
Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Cornerstone Wealth Management

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