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Managed Portfolio Series shares owned by Fulcrum Equity Management

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

Historical chart of Fulcrum Equity Management investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Managed Portfolio Series by Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $202k 5.5k 36.76

More positions owned by Fulcrum Equity Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Msci World Etf (URTH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Select Sector Spdr Tr Technology (XLK)
Oneok (OKE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Communication (XLC)
NVIDIA Corporation (NVDA)
Ishares Tr U.s. Tech Etf (IYW)
Wal-Mart Stores (WMT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust S&p Ins Etf (KIE)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)

View all positions for Fulcrum Equity Management

Top funds holding Managed Portfolio Series

Armis Advisers
Castleview Partners
LLBH Private Wealth Management
Ashton Thomas Private Wealth
Jacobi Capital Management
Leuthold Weeden Capital Management
Gts Securities
Jane Street
Citadel Advisors
Koshinski Asset Management
Westhampton Capital
LPL Financial
Cambridge Investment Research Advisors
WFA of San Diego
Fulcrum Equity Management

View all funds holding Managed Portfolio Series