Kingsview Wealth Management
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Kingsview Wealth Management’s Roundhill HALO ETF LOHA Stock Holding History

Kingsview Wealth Management’s Portfolio LOHA Stock Details LOHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$364K Buy
+14,792
New +$385K ﹤0.01% 1098

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Osaic Holdings
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Kingsview Wealth Management's LOHA Position: Q3 2026 in Review

Kingsview Wealth Management opened a new position in Roundhill HALO ETF (LOHA) in Q3 2026: 14,792 shares worth $364K. The stake represents ﹤0.01% of the portfolio and ranks #1098 among its holdings.

8 funds tracked by Wall St. Rank hold LOHA as of Q3 2026.

  • Kingsview Wealth Management held 14,792 shares of Roundhill HALO ETF worth $364K as of Q3 2026.
  • Roundhill HALO ETF was a new Kingsview Wealth Management position in Q3 2026.
  • Roundhill HALO ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q3 2026, its #1098 holding.
  • 8 funds tracked by Wall St. Rank held Roundhill HALO ETF as of Q3 2026.

Based on Kingsview Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.