Kingsview Wealth Management’s IQ Ultra Short Duration ETF ULTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-5,001	Closed	-$248K	–	946
2020 Q4	$248K	Buy	+5,001	New	+$248K	0.02%	592

Other funds holding ULTR

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Kingsview Wealth Management's ULTR Position: Q1 2021 in Review

Kingsview Wealth Management sold out of IQ Ultra Short Duration ETF (ULTR) in Q1 2021, closing a stake of 5,001 shares — an estimated $248K sold.

Kingsview Wealth Management first reported a position in ULTR in Q4 2020 and held it in 1 quarter. The position peaked at $248K in Q4 2020. 8 funds tracked by Wall St. Rank hold ULTR as of Q1 2021.

Kingsview Wealth Management reported no remaining IQ Ultra Short Duration ETF position as of Q1 2021 after selling out during the quarter.
Kingsview Wealth Management sold 5,001 IQ Ultra Short Duration ETF shares in Q1 2021, an estimated $248K.
Kingsview Wealth Management first reported a position in IQ Ultra Short Duration ETF in Q4 2020 and held it in 1 quarter.
Kingsview Wealth Management's IQ Ultra Short Duration ETF position peaked at $248K in Q4 2020.
8 funds tracked by Wall St. Rank held IQ Ultra Short Duration ETF as of Q1 2021.

Based on Kingsview Wealth Management's 13F filing for Q1 2021, filed 24 May 2021.