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Kingsview Wealth Management’s State Street US Sector Rotation ETF XLSR Stock Holding History

Kingsview Wealth Management’s Portfolio XLSR Stock Details XLSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,635
Closed -$255K – 1301
2025
Q2 		$255K Sell
4,635
-5,852
-56% -$299K ﹤0.01% 1012
2025
Q1 		$532K Buy
+10,487
New +$562K 0.01% 707

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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 16.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Kingsview Wealth Management's XLSR Position: Q3 2025 in Review

Kingsview Wealth Management sold out of State Street US Sector Rotation ETF (XLSR) in Q3 2025, closing a stake of 4,635 shares — an estimated $255K sold.

Kingsview Wealth Management first reported a position in XLSR in Q1 2025 and held it in 2 quarters. The position peaked at $532K in Q1 2025. 115 funds tracked by Wall St. Rank hold XLSR as of Q3 2025.

  • Kingsview Wealth Management reported no remaining State Street US Sector Rotation ETF position as of Q3 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 4,635 State Street US Sector Rotation ETF shares in Q3 2025, an estimated $255K.
  • Kingsview Wealth Management first reported a position in State Street US Sector Rotation ETF in Q1 2025 and held it in 2 quarters.
  • Kingsview Wealth Management's State Street US Sector Rotation ETF position peaked at $532K in Q1 2025.
  • 115 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.