Kingsview Wealth Management, LLC Invesco ETF Tr Ii S&P 500 High Transaction History

Kingsview Wealth Management, LLC

$3.97 Billion
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$39.11 - $47.13 $625 - $754	16 Added 0.22%	7,299 $285,000
Q2 2022 Aug 16, 2022	BUY	$42.25 - $49.24 $30,842 - $35,945	730 Added 11.14%	7,283 $321,000
Q1 2022 Feb 08, 2024	BUY	$43.87 - $47.6 $348,152 - $377,753	7,936 New	7,936 $374,000
Q4 2021 Feb 17, 2022	SELL	$41.55 - $45.28 $498 - $543	-12 Reduced 0.18%	6,553 $297,000
Q3 2021 Dec 03, 2021	SELL	$42.3 - $44.68 $3,384 - $3,574	-80 Reduced 1.2%	6,565 $278,000
Q1 2021 May 24, 2021	SELL	$37.05 - $43.11 $815 - $948	-22 Reduced 0.33%	6,645 $286,000
Q4 2020 Feb 16, 2021	SELL	$32.16 - $38.33 $38,881 - $46,340	-1,209 Reduced 15.35%	6,667 $251,000
Q3 2020 Nov 19, 2020	SELL	$31.77 - $35.05 $63,508 - $70,064	-1,999 Reduced 20.24%	7,876 $260,000
Q2 2020 Aug 14, 2020	SELL	$28.26 - $37.71 $22,325 - $29,790	-790 Reduced 7.41%	9,875 $325,000
Q1 2020 May 11, 2020	BUY	$25.66 - $44.35 $273,663 - $472,992	10,665 New	10,665 $320,000

Others Institutions Holding SPHD

# of Institutions

347

Shares Held

21.6M

Call Options Held

70.8K

Put Options Held

7.5K

Morgan Stanley New York, NY

2.4M
Shares

$119 Million
0.01% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

2.1M
Shares

$104 Million
0.98% of portfolio
Lpl Financial LLC Fort Mill, SC

1.88M
Shares

$93.4 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

1.17M
Shares

$57.8 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

1.12M
Shares

$55.6 Million
0.01% of portfolio

About INVESCO ETF TR II S&P 500 HIGH

Ticker SPHD
Sector ETFs
Industry ETFs

More about SPHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.