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Managed Portfolio Series shares owned by Private Client Services

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

Historical chart of Private Client Services investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Managed Portfolio Series by Private Client Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $202k 4.3k 46.73

More positions owned by Private Client Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Harbor Etf Trust Harbor Commodity (HGER)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)
Simplify Exchange Traded Fun Barrier Income (SBAR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ssga Active Etf Tr State Street Mul (RLY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)

View all positions for Private Client Services

Top funds holding Managed Portfolio Series

LPL Financial
Envestnet Asset Management
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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