Kingsview Wealth Management’s US Commodity Index USCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9,106	Closed	-$539K	–	1029
2023 Q3	$539K	Buy	9,106 +2,031	+29%	+$118K	0.02%	601
2023 Q2	$379K	Buy	+7,075	New	+$383K	0.01%	666
2023 Q1	–	Sell	-17,267	Closed	-$972K	–	946
2022 Q4	$972K	Buy	17,267 +1,987	+13%	+$109K	0.04%	351
2022 Q3	$785K	Sell	15,280 -3,723	-20%	-$200K	0.04%	389
2022 Q2	$1.04M	Buy	+19,003	New	+$1.11M	0.05%	354
2021 Q3	–	Sell	-13,232	Closed	-$536K	–	1014
2021 Q2	$536K	Buy	+13,232	New	+$520K	0.03%	542
2017 Q4	–	Sell	-25,665	Closed	-$1.03M	–	442
2017 Q3	$1.03M	Sell	25,665 -22,236	-46%	-$879K	0.45%	63
2017 Q2	$1.84M	Buy	47,901 +11,883	+33%	+$456K	0.95%	24
2017 Q1	$1.41M	Buy	+36,018	New	+$1.44M	0.84%	26

Other funds holding USCI

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

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

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FTUS

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Kingsview Wealth Management's USCI Position: Q4 2023 in Review

Kingsview Wealth Management sold out of US Commodity Index (USCI) in Q4 2023, closing a stake of 9,106 shares — an estimated $539K sold.

Kingsview Wealth Management first reported a position in USCI in Q1 2017 and held it in 9 quarters. The position peaked at $1.84M in Q2 2017. 46 funds tracked by Wall St. Rank hold USCI as of Q4 2023.

Kingsview Wealth Management reported no remaining US Commodity Index position as of Q4 2023 after selling out during the quarter.
Kingsview Wealth Management sold 9,106 US Commodity Index shares in Q4 2023, an estimated $539K.
Kingsview Wealth Management first reported a position in US Commodity Index in Q1 2017 and held it in 9 quarters.
Kingsview Wealth Management's US Commodity Index position peaked at $1.84M in Q2 2017.
46 funds tracked by Wall St. Rank held US Commodity Index as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.