Kingsview Wealth Management, LLC historic quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), over 10 quarters from 2022-03-31 to 2026-06-30, Kingsview Wealth Management, LLC opened 2 positions, added to 27, reduced 19 and sold out of 3.
- Q2 2026: Stock FPEI; Country of operation —; Class INSTL PFD SECS; Shares before 372,954.
- Q2 2026: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 56,417.
- Q2 2026: Stock PGX; Country of operation —; Class PFD ETF; Shares before 39,160.
- Q1 2026: Stock PGX; Country of operation —; Class PFD ETF; Shares before 39,417.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1791965), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-19); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-09-30. Not compared, as a quarter between them is not held here yet: 2022-03-31 to 2023-12-31 (missing 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
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