Rossby Financial, LCC »

Managed Portfolio Ser shares owned by Rossby Financial, LCC

Quarter-by-quarter ownership of Managed Portfolio Ser (KHPI) shares owned by Rossby Financial, LCC from 13F filings

Historical chart of Rossby Financial, LCC investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser held by Rossby Financial, LCC consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Managed Portfolio Ser by Rossby Financial, LCC

Quarter filed Position value Share count Share price at filing
2025-09-30 $477k 19k 25.64
2025-06-30 $470k 19k 25.28
2025-03-31 $442k 19k 23.77
2024-12-31 $341k 14k 25.27

More positions owned by Rossby Financial, LCC

Calvert International Responsible Index Etf Etf (CVIE)
Calvert Us Large-cap Core Responsible Index Etf Etf (CVLC)
Freedom 100 Emerging Markets Etf Etf (FRDM)
Ishares Russell 2500 Etf Etf (SMMD)
Vaneck Green Bond Etf Etf (GRNB)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Vanguard Consumer Staples Etf Etf (VDC)
Microsoft Corp Stock (MSFT)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Silver Trust Etf (SLV)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Ishares Russell Top 200 Growth Etf Etf (IWY)

View all positions for Rossby Financial, LCC

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