Kingsview Wealth Management, LLC Closed Holding Positions

Kingsview Wealth Management, LLC

  • $4.45 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
Q4 2020 Filed on Feb 16, 2021
6,640
$32.02 - $35.19 $213K - $234K
Parsley Energy Inc
Q4 2020 Filed on Feb 16, 2021
40,094
N/A
DWSH
Advisorshares Tr Dorsey Wright

ETFs
Q4 2020 Filed on Feb 16, 2021
17,100
$11.3 - $18.93 $193K - $324K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
Q4 2020 Filed on Feb 16, 2021
5,217
$39.65 - $63.7 $207K - $332K
VRIG
Invesco Actively Managed ETF F

ETFs
Q4 2020 Filed on Feb 16, 2021
20,780
$24.84 - $25.02 $516K - $520K
VOX
Vanguard Communication Service

ETFs
Q4 2020 Filed on Feb 16, 2021
2,497
$101.43 - $120.2 $253K - $300K
EMN
Eastman Chemical CO

Basic Materials
Q4 2020 Filed on Feb 16, 2021
6,355
$76.31 - $104.15 $485K - $662K
RING
Ishares Inc Msci Global Gold M

ETFs
Q4 2020 Filed on Feb 16, 2021
6,850
$27.53 - $34.29 $189K - $235K
Eaton Vance High Income 2021
Q4 2020 Filed on Feb 16, 2021
19,311
N/A
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
Q4 2020 Filed on Feb 16, 2021
17,607
$35.95 - $42.18 $633K - $743K
ACI
Albertsons Companies, Inc.

Consumer Defensive
Q4 2020 Filed on Feb 16, 2021
30,000
$13.74 - $17.58 $412K - $527K
Clearbridge Mlp And Midstrm
Q3 2020 Filed on Nov 19, 2020
456,217
N/A
Center Coast Brkfld Mlp Enrg
Q3 2020 Filed on Nov 19, 2020
14,000
N/A
FTNT
Fortinet, Inc.

Technology
Q3 2020 Filed on Nov 19, 2020
100
$23.03 - $29.92 $2.3K - $2.99K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q3 2020 Filed on Nov 19, 2020
49,525
$23.73 - $26.37 $1.18M - $1.31M
PIZ
Invesco Exchange Traded Fd Tr
Q3 2020 Filed on Nov 19, 2020
52,704
N/A
JPT
Nuveen Preferred & Income Fund

N/A
Q3 2020 Filed on Nov 19, 2020
24,398
$21.64 - $23.51 $528K - $574K
FXN
First Tr Exchange Traded Fd Fi

ETFs
Q3 2020 Filed on Nov 19, 2020
10,450
$5.49 - $7.24 $57.4K - $75.7K
SCL
Stepan CO

Basic Materials
Q3 2020 Filed on Nov 19, 2020
2,498
$91.98 - $117.76 $230K - $294K
Clearbridge Energy Midstrm O
Q3 2020 Filed on Nov 19, 2020
102,322
N/A
OTTR
Otter Tail Corp

Utilities
Q3 2020 Filed on Nov 19, 2020
5,789
$35.8 - $41.61 $207K - $241K
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
Q3 2020 Filed on Nov 19, 2020
16,030
$12.91 - $14.43 $207K - $231K
NJR
New Jersey Resources Corp

Utilities
Q3 2020 Filed on Nov 19, 2020
8,085
$26.28 - $33.49 $212K - $271K
MGRC
Mcgrath Rentcorp

Industrials
Q3 2020 Filed on Nov 19, 2020
4,851
$50.22 - $69.05 $244K - $335K
CPK
Chesapeake Utilities Corp

Utilities
Q3 2020 Filed on Nov 19, 2020
2,625
$74.3 - $86.73 $195K - $228K
NPK
National Presto Industries Inc

Industrials
Q3 2020 Filed on Nov 19, 2020
2,936
$81.09 - $94.48 $238K - $277K
Allianzgi Con Incm 2024 Targ
Q3 2020 Filed on Nov 19, 2020
54,350
N/A
MSEX
Middlesex Water CO

Utilities
Q3 2020 Filed on Nov 19, 2020
4,906
$59.64 - $69.58 $293K - $341K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q3 2020 Filed on Nov 19, 2020
4,091
$70.37 - $77.32 $288K - $316K
Fireeye Inc
Q3 2020 Filed on Nov 19, 2020
12,624
N/A
HISF
First Tr Exc Traded Fd Iv High

ETFs
Q3 2020 Filed on Nov 19, 2020
4,943
$43.92 - $46.59 $217K - $230K
USO
United States Oil Fund, LP

ETFs
Q3 2020 Filed on Nov 19, 2020
2,338
$26.75 - $30.93 $62.5K - $72.3K
EVRG
Evergy, Inc.

Utilities
Q3 2020 Filed on Nov 19, 2020
13,913
$49.12 - $64.83 $683K - $902K
FELE
Franklin Electric CO Inc

Industrials
Q3 2020 Filed on Nov 19, 2020
4,827
$48.61 - $60.9 $235K - $294K
USO
United States Oil Fund, LP

ETFs
Q3 2020 Filed on Nov 19, 2020
200
$26.75 - $30.93 $5.35K - $6.19K
DVLU
First Tr ETF Vi Dorsey Wright

ETFs
Q3 2020 Filed on Nov 19, 2020
21,446
$13.63 - $15.62 $292K - $335K
LNT
Alliant Energy Corp

Utilities
Q3 2020 Filed on Nov 19, 2020
4,849
$48.25 - $55.35 $234K - $268K
NWN
Northwest Natural Holding CO

Utilities
Q3 2020 Filed on Nov 19, 2020
6,255
$43.41 - $55.75 $272K - $349K
TR
Tootsie Roll Industries Inc

Consumer Defensive
Q3 2020 Filed on Nov 19, 2020
15,974
$27.4 - $32.4 $438K - $518K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q2 2020 Filed on Aug 14, 2020
8,550
$24.84 - $26.61 $212K - $228K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
3,906
$44.31 - $86.04 $173K - $336K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q2 2020 Filed on Aug 14, 2020
59,371
$42.21 - $55.29 $2.51M - $3.28M
United States Oil Fund LP
Q2 2020 Filed on Aug 14, 2020
39,518
N/A
Raytheon CO
Q2 2020 Filed on Aug 14, 2020
2,590
N/A
CIEN
Ciena Corp

Technology
Q2 2020 Filed on Aug 14, 2020
10,000
$39.97 - $56.31 $400K - $563K
TER
Teradyne, Inc

Technology
Q2 2020 Filed on Aug 14, 2020
5,020
$52.14 - $84.83 $262K - $426K
CIEN
Ciena Corp

Technology
Q2 2020 Filed on Aug 14, 2020
230
$39.97 - $56.31 $9.19K - $13K
KEYS
Keysight Technologies, Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
3,005
$80.89 - $108.13 $243K - $325K
Penney J C Corp Inc
Q2 2020 Filed on Aug 14, 2020
11,300
N/A
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