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Managed Portfolio Series shares owned by NVWM

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

Historical chart of NVWM investment in Managed Portfolio Series

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

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Quarterly reported holdings in Managed Portfolio Series by NVWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.6k 200 37.99
2025-06-30 $7.2k 200 36.18
2025-03-31 $6.9k 200 34.27

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View all positions for NVWM

Top funds holding Managed Portfolio Series

Legend Financial Advisors
Savant Capital Management
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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