KHPI — MANAGED PORTFOLIO SERIES

Ownership history in United Advisor Group, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which United Advisor Group, 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
0.87% (2025 Q1)
Avg. % of fund
0.8%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 229,699 +1 +0.0% 0.74% $5.9M $25.28
2025 Q3 ADDED 229,698 +44,137 +23.8% 0.79% $5.9M $24.59
2025 Q2 ADDED 185,561 +8,941 +5.1% 0.81% $4.7M $23.81
2025 Q1 ADDED 176,620 +18,546 +11.7% 0.87% $4.2M $22.06
2024 Q4 INITIATED 158,074 — — 0.79% $4.0M $22.74
% 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% 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% GUARDIAN WEALTH ADVISORS, LLC / NC 3Y 0.21%
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