Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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KWM
ULTR
Kingsview Wealth Management’s
IQ Ultra Short Duration ETF
ULTR
Stock Holding History
Kingsview Wealth Management’s Portfolio
ULTR Stock Details
ULTR Fund Activity
Quarter
Market Value
Status
Shares
Shares
Change %
Trade Value
Portfolio Weight
Portfolio Position
2021
Q1
–
Sell
-5,001
Closed
-$248K
–
877
2020
Q4
$248K
Buy
+5,001
New
+$248K
0.02%
591
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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