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Managed Portfolio Ser shares owned by IFP Advisors

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

Historical chart of IFP Advisors investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Managed Portfolio Ser by IFP Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 60k 25.53
2025-06-30 $1.4M 53k 25.28
2025-03-31 $1.2M 49k 23.96
2024-12-31 $534k 21k 25.27
2024-09-30 $324k 13k 25.29