KWA
VIVK

Kingswood Wealth Advisors’s Vivakor VIVK Stock Holding History

Kingswood Wealth Advisors’s Portfolio VIVK Stock Details VIVK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3
Closed -$14.6K – 828
2024
Q4 		$14.6K Buy
+3
New +$17.7K ﹤0.01% 780

Other funds holding VIVK

SSW
Smith Shellnut Wilson Ridgeland, Mississippi $260M AUM 19.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWM
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return

Kingswood Wealth Advisors's VIVK Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Vivakor (VIVK) in Q1 2025, closing a stake of 3 shares — an estimated $14.6K sold.

Kingswood Wealth Advisors first reported a position in VIVK in Q4 2024 and held it in 1 quarter. The position peaked at $14.6K in Q4 2024. 13 funds tracked by Wall St. Rank hold VIVK as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Vivakor position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3 Vivakor shares in Q1 2025, an estimated $14.6K.
  • Kingswood Wealth Advisors first reported a position in Vivakor in Q4 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Vivakor position peaked at $14.6K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held Vivakor as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.