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Managed Portfolio Ser shares owned by Proficio Capital Partners

Quarter-by-quarter ownership of Managed Portfolio Ser (TOGA) shares owned by Proficio Capital Partners from 13F filings

Historical chart of Proficio Capital Partners investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser held by Proficio Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser by Proficio Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 6.2k 35.58
2025-06-30 $204k 5.9k 34.66

More positions owned by Proficio Capital Partners

Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Russell 3000 Etf (IWV)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Goldman Sachs Physical Gold Unit (AAAU)
NVIDIA Corporation (NVDA)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Ishares Tr 3yrtb Etf (ISHG)
Alps Etf Tr Alerian Mlp (AMLP)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Proficio Capital Partners

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