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
TER
Teradyne, Inc

Technology
Q2 2020 Filed on Aug 14, 2020
5,020
$52.14 - $84.83 $262K - $426K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q1 2020 Filed on May 11, 2020
100
$54.02 - $129.18 $5.4K - $12.9K
IYH
Ishares Tr

ETFs
Q1 2020 Filed on May 11, 2020
2,353
$158.63 - $221.56 $373K - $521K
FXR
First Trust Industrials/Produc

ETFs
Q1 2020 Filed on May 11, 2020
7,551
$25.71 - $46.5 $194K - $351K
TBF
Proshares Trust Short 20+ Trea

ETFs
Q1 2020 Filed on May 11, 2020
95,540
$15.19 - $19.43 $1.45M - $1.86M
BYND
Beyond Meat, Inc.

Consumer Defensive
Q1 2020 Filed on May 11, 2020
6,252
$54.02 - $129.18 $338K - $808K
MBIO
Mustang Bio, Inc.

Healthcare
Q1 2020 Filed on May 11, 2020
15,000
$1.91 - $4.52 $28.7K - $67.8K
JHML
John Hancock Multifactor Large

ETFs
Q1 2020 Filed on May 11, 2020
98,875
$27.49 - $43.04 $2.72M - $4.26M
GNLN
Greenlane Holdings, Inc.

Consumer Defensive
Q1 2020 Filed on May 11, 2020
10,000
$24.2 - $68.4 $242K - $684K
Tallgrass Energy LP
Q1 2020 Filed on May 11, 2020
12,983
N/A
Spdr Series Trust
Q1 2020 Filed on May 11, 2020
1,847
N/A
MGV
Vanguard Mega Cap Value

ETFs
Q1 2020 Filed on May 11, 2020
8,619
$56.94 - $88.16 $491K - $760K
SGOL
Abrdn Gold ETF Trust

ETFs
Q1 2020 Filed on May 11, 2020
36,975
$14.12 - $16.16 $522K - $598K
CRON
Cronos Group Inc.

Healthcare
Q1 2020 Filed on May 11, 2020
19,586
$4.52 - $8.55 $88.5K - $167K
Invesco Exch Trd Slf Idx Fd
Q1 2020 Filed on May 11, 2020
25,406
N/A
LEVI
Levi Strauss & CO

Consumer Cyclical
Q1 2020 Filed on May 11, 2020
21,812
$10.37 - $20.48 $226K - $447K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q1 2020 Filed on May 11, 2020
7,304
$78.7 - $109.59 $575K - $800K
Encana Corp
Q1 2020 Filed on May 11, 2020
10,758
N/A
RZG
Invesco Fd Tr S&P Smallcap 600
Q1 2020 Filed on May 11, 2020
15,086
N/A
CVGW
Calavo Growers Inc

Consumer Defensive
Q1 2020 Filed on May 11, 2020
2,320
$51.07 - $87.98 $118K - $204K
DBX
Dropbox, Inc.

Technology
Q1 2020 Filed on May 11, 2020
73,600
$15.69 - $22.45 $1.15M - $1.65M
DBX
Dropbox, Inc.

Technology
Q1 2020 Filed on May 11, 2020
300
$15.69 - $22.45 $4.71K - $6.74K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q1 2020 Filed on May 11, 2020
5,020
$26.39 - $47.49 $132K - $238K
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
Q1 2020 Filed on May 11, 2020
26,808
$84.7 - $92.73 $2.27M - $2.49M
IQDF
Flexshares International Quali

ETFs
Q1 2020 Filed on May 11, 2020
81,285
$15.46 - $24.81 $1.26M - $2.02M
FXD
First Tr Exchange Traded Fd

ETFs
Q1 2020 Filed on May 11, 2020
22,929
$23.18 - $45.94 $531K - $1.05M
GLW
Corning Inc

Technology
Q1 2020 Filed on May 11, 2020
300
$17.75 - $30.4 $5.33K - $9.12K
TLRY
Tilray Brands, Inc.

Healthcare
Q1 2020 Filed on May 11, 2020
200
$2.47 - $21.36 $494 - $4.27K
ETF Managers Tr
Q1 2020 Filed on May 11, 2020
51,929
N/A
Spdr Series Trust
Q1 2020 Filed on May 11, 2020
75,000
N/A
AEG
Aegon Nv

Financial Services
Q4 2019 Filed on Jan 30, 2020
10,875
$3.95 - $4.69 $43K - $51K
RFG
Invesco Exchange Traded Fd Tr

ETFs
Q4 2019 Filed on Jan 30, 2020
7,164
$137.04 - $154.13 $982K - $1.1M
Bb&T Corp
Q4 2019 Filed on Jan 30, 2020
81,223
N/A
KMI
Kinder Morgan, Inc.

Energy
Q4 2019 Filed on Jan 30, 2020
600
$19.15 - $21.2 $11.5K - $12.7K
JPIB
Jpmorgan International Bond Op

ETFs
Q4 2019 Filed on Jan 30, 2020
10,708
$50.01 - $51.33 $536K - $550K
CGC
Canopy Growth Corp

Healthcare
Q4 2019 Filed on Jan 30, 2020
100
$14.22 - $23.38 $1.42K - $2.34K
WING
Wingstop Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 30, 2020
4,700
$72.33 - $91.07 $340K - $428K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
Q4 2019 Filed on Jan 30, 2020
7,498
$32.1 - $36.51 $241K - $274K
BZUN
Baozun Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 30, 2020
6,462
$32.62 - $45.5 $211K - $294K
Alimera Sciences Inc
Q4 2019 Filed on Jan 30, 2020
29,832
N/A
SHOP
Shopify Inc.

Technology
Q4 2019 Filed on Jan 30, 2020
100
$28.58 - $40.88 $2.86K - $4.09K
Cimpress N V
Q4 2019 Filed on Jan 30, 2020
2,200
N/A
Fqf Tr
Q4 2019 Filed on Jan 30, 2020
74,200
N/A
CAPD
Barclays Bank PLC

ETFs
Q4 2019 Filed on Jan 30, 2020
18,242
$13.33 - $14.95 $243K - $273K
Central Fd Cda LTD
Q4 2019 Filed on Jan 30, 2020
17,050
N/A
HUYA
Huya Inc.

Communication Services
Q4 2019 Filed on Jan 30, 2020
10,041
$16.95 - $25.35 $170K - $255K
FPA
First Trust Asia Pacific Ex Ja

ETFs
Q4 2019 Filed on Jan 30, 2020
73,212
$26.64 - $28.86 $1.95M - $2.11M
DJD
Invesco Exchange Traded Fd Tr

ETFs
Q4 2019 Filed on Jan 30, 2020
15,116
$35.79 - $39.66 $541K - $600K
Cliffs Nat Res Inc
Q3 2017 Filed on Jan 29, 2020
36,845
N/A
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