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Managed Portfolio Ser shares owned by Janney Montgomery Scott

Quarter-by-quarter ownership of Managed Portfolio Ser (KHPI) shares owned by Janney Montgomery Scott from 13F filings

Historical chart of Janney Montgomery Scott investment in Managed Portfolio Ser

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All positions including Managed Portfolio Ser held by Janney Montgomery Scott consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser by Janney Montgomery Scott

Quarter filed Position value Share count Share price at filing
2025-09-30 $527k 21k 25.52
2025-06-30 $301k 12k 25.25
2025-03-31 $240k 10k 23.95

More positions owned by Janney Montgomery Scott

Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Ishs Core Sp 500 Etf ETF/Closed End (IVV)
Tech Sel Sect Spdr Etf ETF/Closed End (XLK)
Amazoncom Common Stock (AMZN)
Broadcom Common Stock (AVGO)
Inv Qqq Etf ETF/Closed End (QQQ)
Jpmorgan Chase Common Stock (JPM)
Alphabet Inc A Common Stock (GOOGL)
Spdr Sp 500 Etf ETF/Closed End (SPY)
Comm Svcs Sel Spdr Etf ETF/Closed End (XLC)
Jpm Betabldrs U S Eq Etf ETF/Closed End (BBUS)
Finl Sel Sect Spdr Etf ETF/Closed End (XLF)
Hlthcr Sel Sect Spdr Etf ETF/Closed End (XLV)

View all positions for Janney Montgomery Scott

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