Wealthcare Advisory Partners »

Managed Portfolio Ser shares owned by Wealthcare Advisory Partners

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

Historical chart of Wealthcare Advisory Partners investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser held by Wealthcare Advisory Partners 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 Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 74k 25.66
2025-09-30 $1.5M 57k 25.53
2025-06-30 $1.2M 46k 25.28
2025-03-31 $429k 18k 23.96

More positions owned by Wealthcare Advisory Partners

Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPSM)
NVIDIA Corporation (NVDA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPAB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust State Street Spd (SPMD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Wealthcare Advisory Partners

Top funds holding Managed Portfolio Ser

LPL Financial
Heritage Oak Wealth Advisors
Armis Advisers
Kestra Advisory Services
Apollon Wealth Management
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