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Managed Portfolio Ser shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Managed Portfolio Ser by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $315k 12k 25.53
2025-06-30 $476k 19k 25.28
2025-03-31 $302k 13k 23.96

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Core Fi (AVIG)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Microsoft Corporation (MSFT)
Apple (AAPL)
American Centy Etf Tr Avantis Us Larg (AVLC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Amazon (AMZN)

View all positions for Simplicity Wealth

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