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Managed Portfolio Series shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Managed Portfolio Series by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $802k 21k 37.99
2025-06-30 $779k 22k 36.17
2025-03-31 $887k 26k 34.27

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

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