Kingsview Wealth Management, LLC Purchases in Q1 2025

Kingsview Wealth Management, LLC

  • $4.73 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Neos ETF Trust
3.68K
+ 62.6%
N/A
9.57K $0
PDEC
Innovator U.S. Equity Power Bu
9.51K
New
N/A
9.51K $0
Global X Fds
4.16K
New
N/A
4.16K $0
First Tr Exchng Traded Fd Vi
466
+ 4.46%
N/A
10.9K $0
FJAN
First Exc Trd Viii Cboe Vest U
6.35K
New
N/A
6.35K $0
GIGB
Goldman Sachs ETF Access Invt
603
+ 5.31%
N/A
12K $0
Northern Lts Fd Tr Iv
1.07M
+ 49.29%
N/A
3.25M $0
ILCG
Ishares Morningstar Growth ETF
149
+ 1.25%
N/A
12.1K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
552
+ 5.0%
N/A
11.6K $0
Innovator Etfs Trust
1.34M
+ 8093.73%
N/A
1.36M $0
UTES
Virtus Reaves Utilities ETF
4.93K
New
N/A
4.93K $0
Reddit Inc
1.66K
+ 41.75%
N/A
5.65K $0
Ea Series Trust
483
+ 6.48%
N/A
7.94K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
7.56K
New
N/A
7.56K $0
Invesco Actively Managed Exc
101K
+ 45.68%
N/A
321K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
7.32K
New
N/A
7.32K $0
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
487
+ 3.58%
$22.77 - $24.73 $11.1K - $12K
14.1K $327K
Ishares Bitcoin Trust ETF
13.3K
+ 17.64%
N/A
89K $0
Ea Series Trust
28.4K
+ 120.39%
N/A
51.9K $0
Proshares Tr
45.8K
+ 405.65%
N/A
57K $0
Fidelity Covington Trust
161
+ 1.07%
N/A
15.2K $0
Pgim ETF Tr
37.9K
+ 43.74%
N/A
125K $0
Innovator Etfs Trust
1.87K
+ 15.57%
N/A
13.9K $0
SFLR
Innovator Etfs Tr Equity Manag
1.21M
+ 344.28%
N/A
1.56M $0
Innovator Etfs Trust
42.5K
New
N/A
42.5K $0
Fidelity Wise Origin Bitcoin
3.97K
+ 19.66%
N/A
24.1K $0
KOCT
Innovator Laddered Fund Of U.S
172
+ 0.48%
N/A
36.1K $0
Proshares Tr
24.9K
+ 36.17%
N/A
93.8K $0
Pimco ETF Tr
5.06K
+ 16.19%
N/A
36.3K $0
VTWO
Vanguard Russell 2000 ETF

ETFs
514
+ 10.5%
$80.08 - $92.93 $41.2K - $47.8K
5.41K $436K
HQL
Tekla Life Sciences Investors

Financial Services
1.06K
+ 3.06%
$12.69 - $14.36 $13.5K - $15.2K
35.7K $453K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
72
+ 0.66%
$20.2 - $20.86 $1.45K - $1.5K
11K $221K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.48K
+ 4.45%
$32.42 - $36.13 $47.8K - $53.3K
34.6K $1.14M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
354
+ 2.48%
$10.61 - $16.49 $3.76K - $5.84K
14.6K $182K
BGFV
Big 5 Sporting Goods Corp

Consumer Cyclical
100
+ 0.96%
$0.94 - $1.86 $94 - $186
10.5K $10K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
87
+ 1.17%
$41.26 - $44.98 $3.59K - $3.91K
7.55K $317K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
9.56K
+ 18.95%
$47.25 - $67.02 $452K - $641K
60K $2.85M
FITB
Fifth Third Bancorp

Financial Services
1.09K
+ 6.5%
$37.48 - $44.96 $41K - $49.2K
17.9K $702K
DOCU
Docusign, Inc.

Technology
141
+ 5.61%
$74.7 - $97.7 $10.5K - $13.8K
2.66K $216K
MTB
M&T Bank Corp

Financial Services
40
+ 2.15%
$170.47 - $201.98 $6.82K - $8.08K
1.9K $339K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
222
+ 1.88%
$18.61 - $21.28 $4.13K - $4.72K
12K $227K
CNI
Canadian National Railway CO

Industrials
15
+ 0.48%
$95.46 - $106.79 $1.43K - $1.6K
3.11K $303K
FULT
Fulton Financial Corp

Financial Services
4
+ 0.04%
$17.24 - $21.11 $69 - $84.4
11.1K $201K
RY
Royal Bank Of Canada

Financial Services
127
+ 3.45%
$108.81 - $123.4 $13.8K - $15.7K
3.81K $429K
VXF
Vanguard Extended Market ETF

ETFs
115
+ 5.68%
$170.36 - $201.04 $19.6K - $23.1K
2.14K $368K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.41K
+ 4.9%
$69.69 - $79.99 $98.5K - $113K
30.3K $2.16M
RFV
Invesco Exchange Traded Fd Tr

ETFs
75
+ 2.0%
$111.51 - $128.61 $8.36K - $9.65K
3.82K $435K
VONE
Vanguard Russell 1000 ETF

ETFs
4
+ 0.28%
$250.16 - $278.79 $1K - $1.12K
1.42K $359K
LZB
La Z Boy Inc

Consumer Cyclical
3
+ 0.05%
$38.0 - $48.02 $114 - $144
5.71K $223K
Activity Summary
Buys All Purchases 560 New Holdings 106 Increased Positions 454 Sells All Sells 478 Reductions 478 Sold out 0 Options Calls 1 Puts 0
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