Kingsview Wealth Management, LLC ITWO β€” PROSHARES TR

Ownership history in Kingsview Wealth Management, LLC  Β·  6 quarters on record

AI Ownership Summary

Kingsview Wealth Management, LLC reported PROSHARES TR (ITWO) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.03% in 2025 Q1. The latest visible filing shows ITWO at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ITWO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kingsview Wealth Management, LLC's position in PROSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ITWO was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kingsview Wealth Management, LLC held ITWO β€” position size vs. price
% of Fund (quarterly)    ITWO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 44,317 +5,641 +14.6% 0.03% $1.8M 2026-02-14 (Est.) $40.78
2025 Q3 REDUCED 6.8% +4.1% ❌ 38,676 -2,827 -6.8% 0.02% $1.5M 2025-11-12 $37.91
2025 Q2 ADDED β€” β€” β€” 41,503 +927 +2.3% 0.03% $1.5M 2025-08-08 $34.67
2025 Q1 ADDED β€” β€” β€” 40,576 +27,574 +212.1% 0.03% $1.5M 2025-05-02 $31.23
2024 Q4 ADDED β€” β€” β€” 13,002 +6,208 +91.4% 0.01% $516K 2025-01-28 $34.57
2024 Q3 INITIATED β€” β€” β€” 6,794 β€” β€” 0.01% $286K 2024-11-12 $35.83

FAQ About Kingsview Wealth Management, LLC and ITWO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kingsview Wealth Management, LLC reported owning ITWO?

Kingsview Wealth Management, LLC reported ITWO across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported ITWO position in Kingsview Wealth Management, LLC's portfolio?

The largest reported portfolio weight for ITWO was 0.03% in 2025 Q1.

What is the latest reported ITWO position on this page?

The most recent filing on this page is 2025 Q4, when Kingsview Wealth Management, LLC reported 44,317 shares, equal to 0.03% of portfolio, with an estimated market value of $1.8M.

What does the chart on this ITWO ownership page compare?

The chart compares Kingsview Wealth Management, LLC's quarterly ITWO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kingsview Wealth Management, LLC time their ITWO position?

Based on 13F filing dates vs. subsequent ITWO price moves, Kingsview Wealth Management, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on ITWO relative to SPY over the holding period was -1.5%.

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