Kingsview Wealth Management, LLC Closed Holding Positions

Kingsview Wealth Management, LLC

  • $4.73 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
UMPQ
Umpqua Holdings Corp

Financial Services
Q4 2020 Filed on Feb 16, 2021
16,611
$10.99 - $15.19 $183K - $252K
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
FTNT
Fortinet, Inc.

Technology
Q3 2020 Filed on Nov 19, 2020
100
$23.03 - $29.92 $2.3K - $2.99K
USO
United States Oil Fund, LP

ETFs
Q3 2020 Filed on Nov 19, 2020
200
$26.75 - $30.93 $5.35K - $6.19K
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
PIZ
Invesco Exchange Traded Fd Tr
Q3 2020 Filed on Nov 19, 2020
52,704
N/A
Clearbridge Mlp And Midstrm
Q3 2020 Filed on Nov 19, 2020
456,217
N/A
Clearbridge Energy Midstrm O
Q3 2020 Filed on Nov 19, 2020
102,322
N/A
NPK
National Presto Industries Inc

Industrials
Q3 2020 Filed on Nov 19, 2020
2,936
$81.09 - $94.48 $238K - $277K
Kitov Pharma LTD
Q3 2020 Filed on Nov 19, 2020
16,600
N/A
Center Coast Brkfld Mlp Enrg
Q3 2020 Filed on Nov 19, 2020
14,000
N/A
DVLU
First Tr ETF Vi Dorsey Wright

ETFs
Q3 2020 Filed on Nov 19, 2020
21,446
$13.63 - $15.62 $292K - $335K
FELE
Franklin Electric CO Inc

Industrials
Q3 2020 Filed on Nov 19, 2020
4,827
$48.61 - $60.9 $235K - $294K
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
SCL
Stepan CO

Basic Materials
Q3 2020 Filed on Nov 19, 2020
2,498
$91.98 - $117.76 $230K - $294K
JPT
Nuveen Preferred & Income Fund

N/A
Q3 2020 Filed on Nov 19, 2020
24,398
$21.64 - $23.51 $528K - $574K
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
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
OTTR
Otter Tail Corp

Utilities
Q3 2020 Filed on Nov 19, 2020
5,789
$35.8 - $41.61 $207K - $241K
TR
Tootsie Roll Industries Inc

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

ETFs
Q2 2020 Filed on Aug 14, 2020
8,550
$24.84 - $26.61 $212K - $228K
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
CIEN
Ciena Corp

Technology
Q2 2020 Filed on Aug 14, 2020
10,000
$39.97 - $56.31 $400K - $563K
Aurora Cannabis Inc
Q2 2020 Filed on Aug 14, 2020
1,200
N/A
Aurora Cannabis Inc
Q2 2020 Filed on Aug 14, 2020
32,006
N/A
CIEN
Ciena Corp

Technology
Q2 2020 Filed on Aug 14, 2020
230
$39.97 - $56.31 $9.19K - $13K
Raytheon CO
Q2 2020 Filed on Aug 14, 2020
2,590
N/A
United Technologies Corp
Q2 2020 Filed on Aug 14, 2020
15,545
N/A
United States Oil Fund LP
Q2 2020 Filed on Aug 14, 2020
39,518
N/A
Alps ETF Tr
Q2 2020 Filed on Aug 14, 2020
11,202
N/A
JPIN
Jp Morgan Diversified Return I

ETFs
Q2 2020 Filed on Aug 14, 2020
6,796
$41.38 - $52.51 $281K - $357K
Carolina Finl Corp New
Q2 2020 Filed on Aug 14, 2020
15,384
N/A
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
Q2 2020 Filed on Aug 14, 2020
12,805
$9.18 - $12.67 $118K - $162K
Penney J C Corp Inc
Q2 2020 Filed on Aug 14, 2020
11,300
N/A
Groupon Inc
Q2 2020 Filed on Aug 14, 2020
12,500
N/A
Blackrock 2022 Gbl Incm Opp
Q2 2020 Filed on Aug 14, 2020
14,827
N/A
KEYS
Keysight Technologies, Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
3,005
$80.89 - $108.13 $243K - $325K
LVHD
Franklin U.S. Low Volatility H

ETFs
Q2 2020 Filed on Aug 14, 2020
7,817
$24.39 - $31.96 $191K - $250K
Tech Data Corp
Q2 2020 Filed on Aug 14, 2020
1,600
N/A
UHS
Universal Health Services Inc

Healthcare
Q2 2020 Filed on Aug 14, 2020
2,561
$85.38 - $111.21 $219K - $285K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
Q2 2020 Filed on Aug 14, 2020
28,079
$6.99 - $9.23 $196K - $259K
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