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Managed Portfolio Ser shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Managed Portfolio Ser by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $860k 33k 25.85
2025-09-30 $618k 24k 25.53

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding Managed Portfolio Ser

LPL Financial
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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