CLS Investments »

Managed Portfolio Series shares owned by CLS Investments

Quarter-by-quarter ownership of Managed Portfolio Series (LST) shares owned by CLS Investments from 13F filings

Historical chart of CLS Investments investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Managed Portfolio Series by CLS Investments

Quarter filed Position value Share count Share price at filing
2026-03-31 $706k 17k 40.45

More positions owned by CLS Investments

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Advisors Inner Circle Fd Ii 3edge Dynamic Fi (EDGF)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Ishares Tr Core S&p500 Etf (IVV)
Apple Call Option (AAPL)
NVIDIA Corporation Call Option (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation Call Option (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)

View all positions for CLS Investments

Top funds holding Managed Portfolio Series

LPL Financial
Envestnet Asset Management
Armis Advisers
Welch Financial Planning
Cetera Investment Advisers
CoreCap Advisors
Cambridge Investment Research Advisors
Castleview Partners
Atria Investments
Sigma Planning
Heritage Oak Wealth Advisors
LLBH Private Wealth Management
Leuthold Weeden Capital Management
Ashton Thomas Private Wealth
Commonwealth Equity Services

View all funds holding Managed Portfolio Series