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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,377
Closed -$260K – 1088
2024
Q4 		$260K Buy
+10,377
New +$261K 0.01% 961
2024
Q3 		– Sell
-9,378
Closed -$235K – 1083
2024
Q2 		$235K Buy
+9,378
New +$236K 0.01% 931

Other funds holding AAA

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LCGC
Legacy Capital Group California Los Gatos, California $332M AUM 42.15% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Kingsview Wealth Management's AAA Position: Q1 2025 in Review

Kingsview Wealth Management sold out of Alternative Access First Priority CLO Bond ETF (AAA) in Q1 2025, closing a stake of 10,377 shares — an estimated $260K sold.

Kingsview Wealth Management first reported a position in AAA in Q2 2024 and held it in 2 quarters. The position peaked at $260K in Q4 2024. 11 funds tracked by Wall St. Rank hold AAA as of Q1 2025.

  • Kingsview Wealth Management reported no remaining Alternative Access First Priority CLO Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 10,377 Alternative Access First Priority CLO Bond ETF shares in Q1 2025, an estimated $260K.
  • Kingsview Wealth Management first reported a position in Alternative Access First Priority CLO Bond ETF in Q2 2024 and held it in 2 quarters.
  • Kingsview Wealth Management's Alternative Access First Priority CLO Bond ETF position peaked at $260K in Q4 2024.
  • 11 funds tracked by Wall St. Rank held Alternative Access First Priority CLO Bond ETF as of Q1 2025.

Based on Kingsview Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.