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Managed Portfolio Ser shares owned by Guardian Wealth Advisors, Llc / Nc

Quarter-by-quarter ownership of Managed Portfolio Ser (KHPI) shares owned by Guardian Wealth Advisors, Llc / Nc from 13F filings

Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Managed Portfolio Ser

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All positions including Managed Portfolio Ser held by Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser by Guardian Wealth Advisors, Llc / Nc

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.3M 130k 25.66
2025-09-30 $2.6M 103k 25.53
2025-06-30 $1.1M 44k 25.28

More positions owned by Guardian Wealth Advisors, Llc / Nc

Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Vest Investment (LQTI)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ea Series Trust Freedom 100 Em (FRDM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)

View all positions for Guardian Wealth Advisors, Llc / Nc

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