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Managed Portfolio Series shares owned by Arete Wealth Advisors

Quarter-by-quarter ownership of Managed Portfolio Series (LST) shares owned by Arete Wealth Advisors from 13F filings

Historical chart of Arete Wealth Advisors investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Managed Portfolio Series by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $243k 6.1k 40.08

More positions owned by Arete Wealth Advisors

Walt Disney Company (DIS)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Series Trust Portfolio Agrgte (SPAB)
Putnam Etf Trust Focused Lar Cap (PVAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPYM)
Ishares Tr Eafe Value Etf (EFV)
Alphabet Inc Cap Stk Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Arete Wealth Advisors

Top funds holding Managed Portfolio Series

Welch Financial Planning
Armis Advisers
Castleview Partners
Sigma Planning
LLBH Private Wealth Management
Cambridge Investment Research Advisors
Ashton Thomas Private Wealth
Commonwealth Equity Services
Gts Securities
Jacobi Capital Management
Leuthold Weeden Capital Management
Citadel Advisors
LPL Financial
SWMG
Westhampton Capital

View all funds holding Managed Portfolio Series