Managed Portfolio Series - 56167N720
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sanctuary Advisors, LLC | History | No change | 62,739 | 2,281 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q3 2025 | Jan 06, 2026 |
| Geneos Wealth Management Inc. | History | New | 333 | 13 | 0.0% | — | 2 | +333 | New | Q3 2026 | Nov 09, 2026 |