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Managed Portfolio Series shares owned by Capital Investment Advisory Services

Quarter-by-quarter ownership of Managed Portfolio Series (LCR) shares owned by Capital Investment Advisory Services from 13F filings

Historical chart of Capital Investment Advisory Services investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Series held by Capital Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Series by Capital Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $978k 26k 37.99
2025-06-30 $1.1M 29k 36.17
2025-03-31 $1.9M 55k 34.27

More positions owned by Capital Investment Advisory Services

NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Proshares Tr Pshs Ult S&p 500 (SSO)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Broadcom (AVGO)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Capital Investment Advisory Services

Top funds holding Managed Portfolio Series

Legend Financial Advisors
Savant Capital Management
Advisor Group Holdings
David R. Rahn Inc. dba Avalon Capital Management
Capital Investment Advisory Services
Envestnet Asset Management
Gts Securities
Onyx Bridge Wealth Group
LPL Financial
Arcus Capital Partners
Mowery & Schoenfeld Wealth Management
Integrated Wealth Concepts
Royal Bank of Canada
Bond & Devick Financial Network
WFA of San Diego

View all funds holding Managed Portfolio Series