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Managed Portfolio Series shares owned by Sigma Planning

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

Historical chart of Sigma Planning investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Managed Portfolio Series by Sigma Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.9M 72k 40.15

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Ishares Tr Core S&p500 Etf (IVV)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Meta Platforms Cl A (META)
Broadcom (AVGO)

View all positions for Sigma Planning

Top funds holding Managed Portfolio Series

Armis Advisers
Castleview Partners
Sigma Planning
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
Islay Capital Management

View all funds holding Managed Portfolio Series