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Managed Portfolio Series shares owned by Legend Financial Advisors

Quarter-by-quarter ownership of Managed Portfolio Series (LCR) shares owned by Legend Financial Advisors from 13F filings

Historical chart of Legend Financial Advisors investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Series held by Legend Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Series by Legend Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.7M 255k 37.99
2025-06-30 $9.1M 252k 36.17

More positions owned by Legend Financial Advisors

Ishares Gold Tr Ishares New (IAU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ishares Semicdtr (SOXX)
Global X Fds Global X Copper (COPX)
Spdr Series Trust S&p Metals Mng (XME)
Schwab Strategic Tr Fundamental Us L (FNDX)
Managed Portfolio Series Leuthold Core Et (LCR)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)
Barclays Bank Djubs Cmdt Etn36 (DJP)
Ishares Tr U.s. Insrnce Etf (IAK)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Altshares Trust Merger Arbitrage (ARB)
Apple (AAPL)

View all positions for Legend Financial Advisors

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