Kingsview Wealth Management, LLC

Position in CPTL — Global X Conscious Companies ETF

CIK 1791965 GRANTS PASS, OR

All Filings in CPTL

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 CPTL	$1,405,950	33,840	+5.9%	Shares	Sole	2026-05-12
2025-12-31 CPTL	$1,387,561	31,956	-0.4%	Shares	Sole	2026-02-09
2025-09-30 CPTL	$1,384,209	32,082	+4.0%	Shares	Sole	2025-11-12
2025-06-30 CPTL	$1,245,521	30,845	-2.0%	Shares	Sole	2025-08-08
2025-03-31 CPTL	$1,173,073	31,475	-0.8%	Shares	Sole	2025-05-02
2024-12-31 CPTL	$1,240,286	31,729	+2.0%	Shares	Sole	2025-01-28
2024-09-30 CPTL	$1,217,136	31,097	-3.1%	Shares	Sole	2024-11-12
2024-06-30 CPTL	$1,186,466	32,084	-1.7%	Shares	Sole	2024-08-14
2024-03-31 CPTL	$1,182,438	32,646	-2.9%	Shares	Sole	2024-05-09
2023-12-31 CPTL	$1,123,108	33,626	-3.1%	Shares	Sole	2024-02-08
2023-09-30 CPTL	$1,036,589	34,715	+3.3%	Shares	Sole	2023-11-07
2023-06-30 CPTL	$1,042,209	33,598	+2.8%	Shares	Sole	2023-08-10
2023-03-31 CPTL	$964,146	32,694	+0.2%	Shares	Sole	2023-05-15
2022-12-31 CPTL	$903,940	32,645	+0.2%	Shares	Sole	2023-02-13
2022-09-30 CPTL	$831,064	32,578	+5.7%	Shares	Sole	2022-11-15
2022-06-30 CPTL	$823,530	30,815	-0.6%	Shares	Sole	2022-08-16
2022-03-31 CPTL	$1,004,702	30,995	+4.8%	Shares	Sole	2024-02-08
2021-12-31 CPTL	$1,019,588	29,579	+14.9%	Shares	Sole	2022-02-17
2021-09-30 CPTL	$807,237	25,741	+6.0%	Shares	Sole	2021-12-03
2021-06-30 CPTL	$759,828	24,278	-1.4%	Shares	Sole	2021-08-17
2021-03-31 CPTL	$717,818	24,625	+12.5%	Shares	Sole	2021-05-24
2020-12-31 CPTL	$597,214	21,884	+18.4%	Shares	Sole	2021-02-16
2020-09-30 CPTL	$449,491	18,490	+14.3%	Shares	Sole	2020-11-19
2020-06-30 CPTL	$357,136	16,182	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.