KWM
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Kingsview Wealth Management’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Kingsview Wealth Management’s Portfolio TECB Stock Details TECB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-19,668
Closed -$808K – 1042
2021
Q3 		$808K Buy
+19,668
New +$824K 0.04% 426

Other funds holding TECB

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RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kingsview Wealth Management's TECB Position: Q4 2021 in Review

Kingsview Wealth Management sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q4 2021, closing a stake of 19,668 shares — an estimated $808K sold.

Kingsview Wealth Management first reported a position in TECB in Q3 2021 and held it in 1 quarter. The position peaked at $808K in Q3 2021. 40 funds tracked by Wall St. Rank hold TECB as of Q4 2021.

  • Kingsview Wealth Management reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q4 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 19,668 iShares US Tech Breakthrough Multisector ETF shares in Q4 2021, an estimated $808K.
  • Kingsview Wealth Management first reported a position in iShares US Tech Breakthrough Multisector ETF in Q3 2021 and held it in 1 quarter.
  • Kingsview Wealth Management's iShares US Tech Breakthrough Multisector ETF position peaked at $808K in Q3 2021.
  • 40 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q4 2021.

Based on Kingsview Wealth Management's 13F filing for Q4 2021, filed 17 Feb 2022.