KWM
GBDV

Kingsview Wealth Management’s Global Beta Smart Income ETF GBDV Stock Holding History

Kingsview Wealth Management’s Portfolio GBDV Stock Details GBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-17,586
Closed -$389K – 898
2022
Q2 		$389K Buy
+17,586
New +$414K 0.02% 591

Other funds holding GBDV

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Kingsview Wealth Management's GBDV Position: Q3 2022 in Review

Kingsview Wealth Management sold out of Global Beta Smart Income ETF (GBDV) in Q3 2022, closing a stake of 17,586 shares — an estimated $389K sold.

Kingsview Wealth Management first reported a position in GBDV in Q2 2022 and held it in 1 quarter. The position peaked at $389K in Q2 2022. 1 fund tracked by Wall St. Rank holds GBDV as of Q3 2022.

  • Kingsview Wealth Management reported no remaining Global Beta Smart Income ETF position as of Q3 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 17,586 Global Beta Smart Income ETF shares in Q3 2022, an estimated $389K.
  • Kingsview Wealth Management first reported a position in Global Beta Smart Income ETF in Q2 2022 and held it in 1 quarter.
  • Kingsview Wealth Management's Global Beta Smart Income ETF position peaked at $389K in Q2 2022.
  • 1 fund tracked by Wall St. Rank held Global Beta Smart Income ETF as of Q3 2022.

Based on Kingsview Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.