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Managed Portfolio Ser shares owned by Delta Investment Management

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

Historical chart of Delta Investment Management investment in Managed Portfolio Ser

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

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Quarterly reported holdings in Managed Portfolio Ser by Delta Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.1M 200k 25.66

More positions owned by Delta Investment Management

Microsoft Corporation (MSFT)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Listed Fds Tr Overlay Shares (OVLH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Anthem (ELV)
Pimco Etf Tr Multisector Bd (PYLD)
TransDigm Group Incorporated (TDG)

View all positions for Delta Investment Management

Top funds holding Managed Portfolio Ser

LPL Financial
Armis Advisers
Heritage Oak Wealth Advisors
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