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 New York $1.21T AUM 78.12% 1-Year Est. Return

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Legacy Capital Group California Los Gatos, California $332M AUM 42.15% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 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.