KWM
ACTV

Kingsview Wealth Management’s LeaderShares Activist Leaders ETF ACTV Stock Holding History

Kingsview Wealth Management’s Portfolio ACTV Stock Details ACTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-23,966
Closed -$874K – 856
2021
Q4 		$874K Buy
+23,966
New +$914K 0.04% 442

Other funds holding ACTV

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Kingsview Wealth Management's ACTV Position: Q1 2022 in Review

Kingsview Wealth Management sold out of LeaderShares Activist Leaders ETF (ACTV) in Q1 2022, closing a stake of 23,966 shares — an estimated $874K sold.

Kingsview Wealth Management first reported a position in ACTV in Q4 2021 and held it in 1 quarter. The position peaked at $874K in Q4 2021. 17 funds tracked by Wall St. Rank hold ACTV as of Q1 2022.

  • Kingsview Wealth Management reported no remaining LeaderShares Activist Leaders ETF position as of Q1 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 23,966 LeaderShares Activist Leaders ETF shares in Q1 2022, an estimated $874K.
  • Kingsview Wealth Management first reported a position in LeaderShares Activist Leaders ETF in Q4 2021 and held it in 1 quarter.
  • Kingsview Wealth Management's LeaderShares Activist Leaders ETF position peaked at $874K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held LeaderShares Activist Leaders ETF as of Q1 2022.

Based on Kingsview Wealth Management's 13F filing for Q1 2022, filed 8 Feb 2024.