Kingsview Wealth Management Q2 2026 Portfolio Activity: Major Buys and Sells Observed

Kingsview Wealth Management, Llc has shown active portfolio management in Q2 2026. The firm engaged in notable buying activities for several stocks and ETFs while also exiting some positions or reducing holdings significantly.

Among the most prominent additions this quarter were substantial increases in exposure to energy sector companies like Patterson-UTI Energy Inc (PTEN) and Permian Resources Corp (PR). Kingsview Wealth Management, Llc purchased a large number of shares in PTEN, representing a 100% increase from the previous period. Similarly, PR saw its position fully initiated this quarter with a concurrent 100% change.

The investor also significantly expanded positions in several other holdings. INVESCO Exchange Traded Fund Trust (PID) experienced an enormous share increase of over 1532%, suggesting strong conviction behind this ETF holding. SURO Capital Corp (SSSS), Vanguard World Funds (MGK), and First TR Exchanged Traded Fund III (FPEI) also saw substantial additions to their portfolios by Kingsview Wealth Management, Llc.

Furthermore, the investor demonstrated a clear preference for dividend-focused ETFs during Q2 2026. Vanguard Index Funds (VUG), SPDR Dividend Select ETF (EDIV), and Innovator ETFS Trust (SFLR) all saw significant share increases by this institution.

Conversely, Kingsview Wealth Management, Llc also observed notable exits or reductions in certain holdings during Q2 2026. The firm significantly reduced its position in VOO by over 5% of shares and exited Innovator ETFS Trust (IDOG) entirely, as the change percentage was -100%. While Walmart Inc (WMT) remained a holding, it decreased substantially from prior period levels.

Additionally, the investor sold or reduced positions in other companies like Nike Inc (NKE), which saw an almost 96% reduction in its portfolio allocation. The firm also exited WMT and SSSS completely during this quarter.