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Managed Portfolio Ser shares owned by Kestra Advisory Services

Quarter-by-quarter ownership of Managed Portfolio Ser (KHPI) shares owned by Kestra Advisory Services from 13F filings

Historical chart of Kestra Advisory Services investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser by Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.2M 323k 25.53
2025-06-30 $7.7M 303k 25.28
2025-03-31 $5.1M 214k 23.96
2024-12-31 $830k 33k 25.27

More positions owned by Kestra Advisory Services

Apple (AAPL)
NVIDIA Corporation (NVDA)
Parker-Hannifin Corporation (PH)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)

View all positions for Kestra Advisory Services

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