KWM
AAA

Kingsview Wealth Management’s Alternative Access First Priority CLO Bond ETF AAA Stock Holding History

Kingsview Wealth Management’s Portfolio AAA Stock Details AAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,377
Closed -$260K – 1087
2024
Q4 		$260K Buy
+10,377
New +$260K 0.01% 961
2024
Q3 		– Sell
-9,378
Closed -$235K – 1083
2024
Q2 		$235K Buy
+9,378
New +$235K 0.01% 931