Kingsview Wealth Management’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

Kingsview Wealth Management’s Portfolio PY Stock Details PY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-36,306	Closed	-$1.41M	–	867
2022 Q2	$1.41M	Buy	+36,306	New	+$1.53M	0.07%	282

Other funds holding PY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Kingsview Wealth Management sold out of Principal Exchange-Traded Funds Principal Value ETF (PY) in Q3 2022, closing a stake of 36,306 shares — an estimated $1.41M sold.

Kingsview Wealth Management first reported a position in PY in Q2 2022 and held it in 1 quarter. The position peaked at $1.41M in Q2 2022. 9 funds tracked by Wall St. Rank hold PY as of Q3 2022.

Kingsview Wealth Management reported no remaining Principal Exchange-Traded Funds Principal Value ETF position as of Q3 2022 after selling out during the quarter.
Kingsview Wealth Management sold 36,306 Principal Exchange-Traded Funds Principal Value ETF shares in Q3 2022, an estimated $1.41M.
Kingsview Wealth Management first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q2 2022 and held it in 1 quarter.
Kingsview Wealth Management's Principal Exchange-Traded Funds Principal Value ETF position peaked at $1.41M in Q2 2022.
9 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q3 2022.

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