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Managed Portfolio Series shares owned by World Equity Group

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

Historical chart of World Equity Group investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Managed Portfolio Series by World Equity Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $470k 12k 40.45

More positions owned by World Equity Group

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
Broadcom (AVGO)
Palantir Technologies Cl A (PLTR)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Caterpillar (CAT)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for World Equity Group

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