MANAGED PORTFOLIO SERIES's ticker is EBLU and the CUSIP is 56167N753. A total of 31 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $87,372 | -82.8% | 2,297 | -81.3% | 0.00% | -100.0% |
| Q2 2023 | $506,729 | +30.4% | 12,302 | +25.2% | 0.00% | 0.0% |
| Q1 2023 | $388,668 | +606.7% | 9,822 | +559.6% | 0.00% | – |
| Q4 2022 | $55,000 | -94.0% | 1,489 | -94.7% | 0.00% | -100.0% |
| Q3 2022 | $920,000 | +19.5% | 27,968 | +29.4% | 0.00% | 0.0% |
| Q2 2022 | $770,000 | +2.1% | 21,618 | +20.5% | 0.00% | +100.0% |
| Q1 2022 | $754,000 | -41.4% | 17,943 | -29.5% | 0.00% | -50.0% |
| Q4 2021 | $1,286,000 | -12.2% | 25,437 | -21.0% | 0.00% | -33.3% |
| Q3 2021 | $1,464,000 | +31.7% | 32,193 | +28.6% | 0.00% | +50.0% |
| Q2 2021 | $1,112,000 | +4.6% | 25,035 | -2.1% | 0.00% | -33.3% |
| Q1 2021 | $1,063,000 | -7.4% | 25,565 | -11.3% | 0.00% | 0.0% |
| Q4 2020 | $1,148,000 | +17.1% | 28,815 | +2.8% | 0.00% | 0.0% |
| Q3 2020 | $980,000 | +27.9% | 28,043 | +13.9% | 0.00% | 0.0% |
| Q2 2020 | $766,000 | +42.4% | 24,617 | +25.6% | 0.00% | +50.0% |
| Q1 2020 | $538,000 | – | 19,592 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Colorado Capital Management, Inc. | 26,884 | $1,022 | 0.77% |
| Mission Creek Capital Partners, Inc. | 13,254 | $504,143 | 0.17% |
| Walkner Condon Financial Advisors LLC | 10,552 | $401,382 | 0.11% |
| WCG Wealth Advisors LLC | 35,020 | $1,416 | 0.10% |
| HAZLETT, BURT & WATSON, INC. | 1,124 | $43 | 0.03% |
| WFA of San Diego, LLC | 686 | $26,095 | 0.03% |
| Key FInancial Inc | 1,572 | $59,797 | 0.02% |
| BOSTON FINANCIAL MANGEMENT LLC | 9,918 | $377,266 | 0.01% |
| Equitable Holdings, Inc. | 21,324 | $810,952 | 0.01% |
| Orion Portfolio Solutions, LLC | 23,116 | $879,295 | 0.01% |