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Managed Portfolio Series shares owned by CWM

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

Historical chart of CWM investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Managed Portfolio Series by CWM

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.7k 67 40.45

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core Univrsl Usd (IUSB)
Spdr Index Shs Fds State Street Spd (SPDW)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Series Trust State Street Spd (SPTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for CWM

Top funds holding Managed Portfolio Series

LPL Financial
Envestnet Asset Management
Armis Advisers
Welch Financial Planning
Cetera Investment Advisers
Cambridge Investment Research Advisors
Castleview Partners
Sigma Planning
LLBH Private Wealth Management
Leuthold Weeden Capital Management
Ashton Thomas Private Wealth
Commonwealth Equity Services
Sanctuary Advisors
Jacobi Capital Management
Concurrent Investment Advisors

View all funds holding Managed Portfolio Series