KWM
TFLR icon

Kingsview Wealth Management’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History

Kingsview Wealth Management’s Portfolio TFLR Stock Details TFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,019
Closed -$208K – 1183
2024
Q4 		$208K Buy
+4,019
New +$208K ﹤0.01% 1048

Other funds holding TFLR

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SW
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PCM
Pennsylvania Capital Management Huntingdon Valley, Pennsylvania $395M AUM 23.17% 1-Year Est. Return
4WM
4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Aviso Wealth Management Bellevue, Washington $222M AUM 29.31% 1-Year Est. Return
FFS
Flavin Financial Services Melbourne, Florida $149M AUM 14.79% 1-Year Est. Return

Kingsview Wealth Management's TFLR Position: Q1 2025 in Review

Kingsview Wealth Management sold out of T. Rowe Price Floating Rate ETF (TFLR) in Q1 2025, closing a stake of 4,019 shares — an estimated $208K sold.

Kingsview Wealth Management first reported a position in TFLR in Q4 2024 and held it in 1 quarter. The position peaked at $208K in Q4 2024. 52 funds tracked by Wall St. Rank hold TFLR as of Q1 2025.

  • Kingsview Wealth Management reported no remaining T. Rowe Price Floating Rate ETF position as of Q1 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 4,019 T. Rowe Price Floating Rate ETF shares in Q1 2025, an estimated $208K.
  • Kingsview Wealth Management first reported a position in T. Rowe Price Floating Rate ETF in Q4 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's T. Rowe Price Floating Rate ETF position peaked at $208K in Q4 2024.
  • 52 funds tracked by Wall St. Rank held T. Rowe Price Floating Rate ETF as of Q1 2025.

Based on Kingsview Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.