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Managed Portfolio Ser shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of Managed Portfolio Ser (KHPI) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $244k 9.5k 25.66
2025-09-30 $238k 9.3k 25.53
2025-06-30 $231k 9.1k 25.28
2025-03-31 $219k 9.1k 23.96

More positions owned by Legacy Capital Wealth Partners

Wal-Mart Stores (WMT)
J.B. Hunt Transport Services (JBHT)
Tesla Motors (TSLA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Gap (GAP)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
NVIDIA Corporation (NVDA)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
EOG Resources (EOG)

View all positions for Legacy Capital Wealth Partners

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