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Managed Portfolio Series shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Series held by MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $83 2 41.50

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Call Call Option (Principal) (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Amazon Call Call Option (Principal) (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Call Call Option (Principal) (GOOGL)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for MAI Wealth Advisors

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