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Managed Portfolio Ser shares owned by World Equity Group

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

Historical chart of World Equity Group investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Managed Portfolio Ser by World Equity Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $388k 16k 24.21

More positions owned by World Equity Group

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
Broadcom (AVGO)
Palantir Technologies Cl A (PLTR)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Caterpillar (CAT)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for World Equity Group

Top funds holding Managed Portfolio Ser

LPL Financial
Apollon Wealth Management
Heritage Oak Wealth Advisors
Armis Advisers
Kestra Advisory Services
Prospera Financial Services
Delta Investment Management
CoreCap Advisors
United Advisor Group
Atria Investments
Sigma Planning
Cambridge Investment Research Advisors
Aptus Capital Advisors
HFG Wealth Management
Arete Wealth Advisors

View all funds holding Managed Portfolio Ser