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Managed Portfolio Ser shares owned by Sunbelt Securities

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

Historical chart of Sunbelt Securities investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Managed Portfolio Ser by Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $525k 21k 25.53
2025-06-30 $440k 17k 25.27
2025-03-31 $445k 19k 23.96
2024-12-31 $444k 17k 25.52
2024-09-30 $402k 16k 25.29

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View all positions for Sunbelt Securities

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