Kingsview Wealth Management, LLC Purchases in Q2 2025

Kingsview Wealth Management, LLC

  • $5.28 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NKSH
National Bankshares Inc

Financial Services
398
+ 4.55%
$24.0 - $27.88 $9.55K - $11.1K
9.15K $248K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.33K
+ 4.07%
$18.94 - $21.67 $25.2K - $28.8K
34.1K $720K
VPU
Vanguard Utilities ETF

ETFs
41
+ 2.94%
$158.36 - $178.82 $6.49K - $7.33K
1.44K $253K
K
Kellogg CO

Consumer Defensive
299
+ 10.06%
$77.85 - $82.88 $23.3K - $24.8K
3.27K $260K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
9
+ 0.09%
$89.58 - $95.01 $806 - $855
10.1K $962K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
635
+ 1.6%
$22.54 - $23.17 $14.3K - $14.7K
40.2K $923K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
87
+ 1.6%
$47.29 - $53.34 $4.11K - $4.64K
5.54K $291K
PMN
Pro Mis Neurosciences Inc.
31.1K
New
$0.47 - $0.75 $14.6K - $23.3K
31.1K $14K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
930
+ 6.86%
$10.79 - $14.14 $10K - $13.2K
14.5K $198K
BTBT
Bit Digital, Inc

Financial Services
4.18K
+ 17.31%
$1.73 - $2.69 $7.22K - $11.2K
28.3K $61K
GAB
Gabelli Equity Trust Inc

Financial Services
50
+ 0.13%
$4.97 - $5.87 $249 - $294
39.4K $229K
HFRO
Highland Income Fund\Ma

Financial Services
2.3K
+ 8.58%
$4.47 - $5.28 $10.3K - $12.1K
29.1K $151K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
8
+ 0.06%
$20.31 - $24.1 $162 - $193
14.1K $339K
TIP
Ishares Tr Tips Bd ETF

ETFs
202
+ 2.01%
$107.93 - $110.97 $21.8K - $22.4K
10.3K $1.13M
IBB
Ishares Biotechnology ETF

ETFs
135
+ 4.16%
$112.02 - $129.0 $15.1K - $17.4K
3.38K $427K
HYDB
Ishares Tr Edge High Yield Def

ETFs
118
+ 0.81%
$44.64 - $47.48 $5.27K - $5.6K
14.6K $693K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
287
+ 0.87%
$18.28 - $18.7 $5.25K - $5.37K
33.2K $621K
ES
Eversource Energy

Utilities
60
+ 1.52%
$54.25 - $65.89 $3.26K - $3.95K
4K $254K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
137
+ 3.97%
N/A
3.59K $224K
JCPB
J P Morgan Exchange Traded Fd

ETFs
185
+ 1.29%
$45.9 - $47.2 $8.49K - $8.73K
14.6K $684K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
286
+ 1.58%
$22.68 - $23.28 $6.49K - $6.66K
18.4K $427K
MIN
Mfs Intermediate Income Trust

Financial Services
1.18K
+ 0.48%
$2.63 - $2.72 $3.1K - $3.21K
247K $668K
FSTA
Fidelity Covington Tr Msci Con

ETFs
150
+ 2.57%
$47.94 - $52.5 $7.19K - $7.88K
5.98K $305K
ROST
Ross Stores, Inc.

Consumer Cyclical
60
+ 2.13%
$126.62 - $154.26 $7.6K - $9.26K
2.88K $367K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
48
+ 0.72%
$121.58 - $136.74 $5.84K - $6.56K
6.74K $914K
PHK
Pimco High Income Fund

Financial Services
3.16K
+ 3.03%
$4.43 - $4.88 $14K - $15.4K
108K $516K
RIO
Rio Tinto PLC

Basic Materials
229
+ 4.31%
$52.32 - $62.75 $12K - $14.4K
5.54K $323K
ITW
Illinois Tool Works Inc

Industrials
79
+ 0.39%
$218.41 - $252.43 $17.3K - $19.9K
20.3K $5.02M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
68
+ 0.23%
$19.49 - $19.66 $1.33K - $1.34K
30.1K $592K
INGR
Ingredion Inc

Consumer Defensive
15
+ 0.96%
$123.22 - $140.95 $1.85K - $2.11K
1.58K $213K
HTH
Hilltop Holdings Inc.

Financial Services
46
+ 0.6%
$27.95 - $30.99 $1.29K - $1.43K
7.76K $235K
NNDM
Nano Dimension Ltd.

Technology
254
+ 0.64%
$1.38 - $1.65 $351 - $419
39.9K $64K
Blackrock ETF Trust Ii
3.15K
+ 18.98%
N/A
19.8K $0
Innovator Etfs Trust
10.2K
New
N/A
10.2K $0
Blackrock ETF Trust Ii
903
+ 1.88%
N/A
49K $0
J P Morgan Exchange Traded F
6K
+ 11.76%
N/A
57K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
22.4K
+ 13.4%
N/A
189K $0
Bitwise Bitcoin ETF Tr
588
+ 0.64%
N/A
92.9K $0
Jacobs Solutions Inc
16
+ 0.41%
N/A
3.93K $0
T Rowe Price ETF Inc
4.52K
+ 22.4%
N/A
24.7K $0
Capital Group Dividend Growe
1.97K
+ 7.64%
N/A
27.7K $0
Ishares Bitcoin Trust ETF
9.58K
+ 10.76%
N/A
98.6K $0
Techprecision Corp
11.3K
New
N/A
11.3K $0
Capital Group Equity ETF Tr
50K
New
N/A
50K $0
WPC
W. P. Carey Inc.

Real Estate
44
+ 1.26%
$56.12 - $64.53 $2.47K - $2.84K
3.54K $220K
Calamos ETF Tr
7.3K
New
N/A
7.3K $0
Thomson Reuters Corp
1.28K
New
N/A
1.28K $0
YALL
Tidal ETF Tr God Bless Amer Et
21.3K
+ 114.47%
N/A
40K $0
ORCC
Owl Rock Capital Corp

Financial Services
7
+ 0.02%
N/A
30.9K $413K
Activity Summary
Buys All Purchases 666 New Holdings 150 Increased Positions 516 Sells All Sells 427 Reductions 427 Sold out 0 Options Calls 2 Puts 0
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