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Managed Portfolio Ser shares owned by VisionPoint Advisory Group

Quarter-by-quarter ownership of Managed Portfolio Ser (KHPI) shares owned by VisionPoint Advisory Group from 13F filings

Historical chart of VisionPoint Advisory Group investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser held by VisionPoint Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser by VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $752k 30k 25.53
2025-06-30 $738k 29k 25.28
2025-03-31 $1.2M 48k 23.96
2024-12-31 $1.2M 49k 25.25

More positions owned by VisionPoint Advisory Group

Spdr Series Trust Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Deere & Company (DE)
Spdr Gold Tr Gold Shs (GLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for VisionPoint Advisory Group

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