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Managed Portfolio Ser shares owned by Parkside Financial Bank & Trust

Quarter-by-quarter ownership of Managed Portfolio Ser (TOGA) shares owned by Parkside Financial Bank & Trust from 13F filings

Historical chart of Parkside Financial Bank & Trust investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser held by Parkside Financial Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser by Parkside Financial Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.6k 186 35.58
2025-06-30 $4.0k 115 34.66

More positions owned by Parkside Financial Bank & Trust

Blackrock (BLK)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Parkside Financial Bank & Trust

Top funds holding Managed Portfolio Ser

TRB Advisors
Fullcircle Wealth
Kovitz Investment Group Partners
Susquehanna International
Compass Ion Advisors
Royal Bank of Canada
Virtu Financial
Worth Asset Management
Intl Fcstone
Proficio Capital Partners
Parkside Financial Bank & Trust
Atlantic Trust
UBS Group

View all funds holding Managed Portfolio Ser