IHT Wealth Management »

Managed Portfolio Ser shares owned by IHT Wealth Management

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

Historical chart of IHT Wealth Management investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.2M 45k 25.82

More positions owned by IHT Wealth Management

Apple (AAPL)
Spdr Series Trust St Str P500val (SPYV)
NVIDIA Corporation (NVDA)
Spdr Series Trust ST STR P500GRW (SPYG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Tesla Motors (TSLA)
Invesco Qqq Tr Unit Ser 1
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for IHT Wealth Management

Top funds holding Managed Portfolio Ser

LPL Financial
Apollon Wealth Management
Heritage Oak Wealth Advisors
Armis Advisers
Kestra Advisory Services
Prospera Financial Services
Delta Investment Management
CoreCap Advisors
Sanctuary Advisors
United Advisor Group
Sigma Planning
Cambridge Investment Research Advisors
Aptus Capital Advisors
Guardian Wealth Advisors, Llc / Nc
Atria Investments

View all funds holding Managed Portfolio Ser