Kingsview Wealth Management, LLC Purchases in Q3 2024

Kingsview Wealth Management, LLC

  • $4.45 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
31
+ 0.43%
$31.39 - $35.47 $973 - $1.1K
7.19K $253K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
75
+ 7.12%
$175.46 - $203.3 $13.2K - $15.2K
1.13K $228K
VONE
Vanguard Russell 1000 ETF

ETFs
16
+ 1.15%
$234.0 - $260.07 $3.74K - $4.16K
1.41K $366K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
323
+ 4.62%
$85.84 - $85.84 $27.7K - $27.7K
7.31K $627K
WCN
Waste Connections, Inc.

Industrials
90
+ 6.32%
$173.92 - $186.5 $15.7K - $16.8K
1.52K $270K
DFAX
Dimensional ETF Tr
82
+ 0.7%
$24.29 - $27.25 $1.99K - $2.23K
11.8K $319K
KJUL
Innovator U.S. Small Cap Power

Technology
251
+ 2.66%
$27.38 - $29.23 $6.87K - $7.34K
9.7K $282K
CMF
Ishares California Muni Bond E

ETFs
212
+ 3.8%
$56.65 - $58.17 $12K - $12.3K
5.78K $336K
GRTS
Gritstone Bio, Inc.

Healthcare
35K
New
$0.45 - $0.71 $15.8K - $24.9K
35K $20K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
126
+ 3.82%
$59.93 - $66.52 $7.55K - $8.38K
3.43K $227K
PDI
Pimco Dynamic Income Fund

Financial Services
125
+ 1.07%
$18.7 - $20.25 $2.34K - $2.53K
11.8K $238K
PFL
Pimco Income Strategy Fund

Financial Services
871
+ 2.99%
$8.1 - $8.57 $7.06K - $7.46K
30K $256K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
18
+ 0.13%
$22.96 - $24.67 $413 - $444
13.6K $336K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
54
+ 3.15%
$159.84 - $178.33 $8.63K - $9.63K
1.77K $312K
WES
Western Midstream Partners, LP

Energy
839
+ 8.58%
$36.59 - $42.74 $30.7K - $35.9K
10.6K $406K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
69
+ 0.26%
$19.92 - $20.67 $1.37K - $1.43K
26.7K $548K
SUB
Ishares Short Term National Mu

ETFs
87
+ 1.76%
$104.3 - $106.3 $9.07K - $9.25K
5.04K $534K
BSCU
Invesco Exc Self Ind Tr

ETFs
475
+ 3.66%
$16.19 - $17.05 $7.69K - $8.1K
13.5K $228K
TTWO
Take Two Interactive Software Inc

Communication Services
155
+ 3.22%
$135.67 - $161.71 $21K - $25.1K
4.96K $762K
CHD
Church & Dwight CO Inc

Consumer Defensive
107
+ 3.28%
$98.01 - $106.59 $10.5K - $11.4K
3.37K $353K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
115
+ 2.4%
$43.21 - $46.51 $4.97K - $5.35K
4.91K $228K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
16
+ 0.06%
$19.2 - $19.82 $307 - $317
27.4K $540K
BGB
Blackstone Strategic Credit Fund

Financial Services
577
+ 5.41%
$11.61 - $12.42 $6.7K - $7.17K
11.2K $138K
STX
Seagate Technology Holdings PLC

Technology
1
+ 0.05%
$92.1 - $110.76 $92.1 - $111
1.99K $217K
AVY
Avery Dennison Corp

Industrials
21
+ 0.6%
$202.27 - $224.18 $4.25K - $4.71K
3.5K $771K
VIG
Vanguard Dividend Appreciation

ETFs
244
+ 0.29%
$182.15 - $182.15 $44.4K - $44.4K
84.7K $15.4M
EPD
Enterprise Products Partners L.P.

Energy
175
+ 0.53%
$27.88 - $30.0 $4.88K - $5.25K
33.3K $970K
LNG
Cheniere Energy, Inc.

Energy
5
+ 0.29%
$172.24 - $186.09 $861 - $930
1.75K $314K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
5
+ 0.05%
$18.12 - $18.92 $90.6 - $94.6
10K $188K
HTH
Hilltop Holdings Inc.

Financial Services
39
+ 0.51%
$30.03 - $34.81 $1.17K - $1.36K
7.63K $244K
FXL
First Tr Exchange Traded Fd Fi

ETFs
19
+ 1.28%
$122.48 - $142.51 $2.33K - $2.71K
1.5K $208K
MAIN
Main Street Capital Corp

Financial Services
148
+ 2.15%
$47.05 - $52.25 $6.96K - $7.73K
7.04K $352K
PID
Invesco Exchange Traded Fd Tr

ETFs
378
+ 1.48%
$17.85 - $17.85 $6.75K - $6.75K
25.9K $461K
AI
C3.Ai, Inc.

Technology
1.53K
+ 21.2%
$21.12 - $30.58 $32.4K - $46.8K
8.76K $212K
OXY
Occidental Petroleum Corp

Energy
3.94K
+ 22.48%
$49.91 - $63.73 $196K - $251K
21.5K $1.11M
Innovator Etfs Trust
15.9K
New
N/A
15.9K $0
Ab Active Etfs Inc
5.29K
New
N/A
5.29K $0
Veralto Corp
1
+ 0.03%
N/A
3.84K $0
Ishares Bitcoin Trust ETF
2.76K
+ 6.96%
N/A
42.5K $0
Blackrock ETF Trust Ii
6.33K
New
N/A
6.33K $0
Aim ETF Products Trust
9.77K
New
N/A
9.77K $0
Invesco Actively Managed Exc
69K
+ 76.74%
N/A
159K $0
Jacobs Solutions Inc
561
+ 18.16%
N/A
3.65K $0
Arm Holdings PLC
410
+ 20.37%
N/A
2.42K $0
YALL
Tidal ETF Tr God Bless Amer Et
2K
+ 15.02%
N/A
15.3K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
2.48K
+ 29.73%
N/A
10.8K $0
Innovator Etfs Trust
13.2K
New
N/A
13.2K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
6.21K
New
N/A
6.21K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
1.33K
+ 16.53%
N/A
9.39K $0
Activity Summary
Buys All Purchases 670 New Holdings 137 Increased Positions 533 Sells All Sells 361 Reductions 361 Sold out 0 Options Calls 0 Puts 0
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