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Managed Portfolio Series shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Managed Portfolio Series (LCR) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Series held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Series by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $318k 8.4k 37.99
2025-06-30 $333k 9.2k 36.17
2025-03-31 $315k 9.2k 34.27

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

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