KHPI — MANAGED PORTFOLIO SERIES

Ownership history in Simplicity Wealth,LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in MANAGED PORTFOLIO SERIES (KHPI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q1)
Avg. % of fund
0.02%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 12,342 -6,466 -34.4% 0.02% $315K $24.59
2025 Q2 ADDED 18,808 +6,185 +49.0% 0.02% $475K $23.81
2025 Q1 INITIATED 12,623 — — 0.02% $302K $22.06
% of Fund (quarterly)    KHPI price (monthly, adj. close)

Other funds also holding KHPI

As of 2025 Q4 — sorted by position size

HERITAGE OAK WEALTH ADVISORS LLC 5.54% HFG Wealth Management, LLC 2.44% Delta Investment Management, LLC 3Y 7Y 0.89% CPR Investments Inc. 3Y 0.81% United Advisor Group, LLC 0.74% Intrepid Financial Planning Group LLC 3Y 0.58% Ascension Capital Advisors, Inc. 3Y 0.49% Fulcrum Equity Management 3Y 7Y 0.43% Joseph P. Lucia & Associates, LLC 3Y 0.27% Arete Wealth Advisors, LLC 3Y 7Y 0.24%
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