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Managed Portfolio Series shares owned by Commonwealth Equity Services

Quarter-by-quarter ownership of Managed Portfolio Series (LST) shares owned by Commonwealth Equity Services from 13F filings

Historical chart of Commonwealth Equity Services investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Managed Portfolio Series by Commonwealth Equity Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 33k 40.15

More positions owned by Commonwealth Equity Services

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Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for Commonwealth Equity Services

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