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Managed Portfolio Ser shares owned by Joseph P. Lucia & Associates

Quarter-by-quarter ownership of Managed Portfolio Ser (KHPI) shares owned by Joseph P. Lucia & Associates from 13F filings

Historical chart of Joseph P. Lucia & Associates investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser held by Joseph P. Lucia & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser by Joseph P. Lucia & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $680k 27k 25.53
2025-06-30 $459k 18k 25.28
2025-03-31 $405k 17k 23.96

More positions owned by Joseph P. Lucia & Associates

Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Proshares Tr S&p 500 Dv Arist (NOBL)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Select Sector Spdr Tr Technology (XLK)
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Joseph P. Lucia & Associates

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