Kingsview Wealth Management
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Kingsview Wealth Management’s Interactive Brokers IBKR Stock Holding History

Kingsview Wealth Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,192
Closed -$220K – 1281
2025
Q3 		$220K Buy
+3,192
New +$201K ﹤0.01% 1100

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Orbis Allan Gray
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GWM
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Invesco
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Wellington Management Group
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Kingsview Wealth Management's IBKR Position: Q4 2025 in Review

Kingsview Wealth Management sold out of Interactive Brokers (IBKR) in Q4 2025, closing a stake of 3,192 shares — an estimated $220K sold.

Kingsview Wealth Management first reported a position in IBKR in Q3 2025 and held it in 1 quarter. The position peaked at $220K in Q3 2025. 981 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • Kingsview Wealth Management reported no remaining Interactive Brokers position as of Q4 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 3,192 Interactive Brokers shares in Q4 2025, an estimated $220K.
  • Kingsview Wealth Management first reported a position in Interactive Brokers in Q3 2025 and held it in 1 quarter.
  • Kingsview Wealth Management's Interactive Brokers position peaked at $220K in Q3 2025.
  • 981 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.