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Managed Portfolio Ser shares owned by Intrepid Financial Planning Group

Quarter-by-quarter ownership of Managed Portfolio Ser (KHPI) shares owned by Intrepid Financial Planning Group from 13F filings

Historical chart of Intrepid Financial Planning Group investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser held by Intrepid Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser by Intrepid Financial Planning Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 60k 25.66
2025-09-30 $1.5M 58k 25.53
2025-06-30 $1.5M 59k 25.28
2025-03-31 $1.4M 60k 23.96
2024-12-31 $1.5M 60k 25.27

More positions owned by Intrepid Financial Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Ab Active Etfs Disruptors Etf (FWD)
Ab Active Etfs Us Low Volatil (LOWV)
Eli Lilly & Co. (LLY)
J P Morgan Exchange Traded Equity Premium (JEPI)
JPMorgan Chase & Co. (JPM)
Invesco Exchange Traded S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Pfd Etf (PGX)
Palantir Technologies Cl A (PLTR)
J P Morgan Exchange Traded Nasdaq Eqt Prem (JEPQ)
Calamos Etf Tr Autocallable Inc (CAIE)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Intrepid Financial Planning Group

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