HFG Wealth Management »

Managed Portfolio Ser shares owned by HFG Wealth Management

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

Historical chart of HFG Wealth Management investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser held by HFG 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 HFG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 169k 25.53
2025-06-30 $3.7M 155k 23.96
2025-03-31 $3.8M 149k 25.27

More positions owned by HFG Wealth Management

First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Northern Lights Fd Tr Toews Agilty Shs (MRSK)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
First Tr Exchange-traded Ft Vest Gold (IGLD)
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)
Dimensional Etf Trust World Equity Etf (DFAW)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Managed Portfolio Series Kensington Hedge (KHPI)

View all positions for HFG Wealth Management

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