Kingswood Wealth Advisors, LLC Sells in Q3 2025

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PFEB
Innovator U.S. Equity Power Bu

ETFs
-1.5K
- 18.06%
$37.99 - $39.69 $57K - $59.6K
6.81K $270M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-964
- 16.98%
$53.62 - $55.95 $51.7K - $53.9K
4.71K $264M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-812
- 8.71%
$50.82 - $51.09 $41.3K - $41.5K
8.51K $435M
EMB
Ishares Tr

ETFs
-787
- 5.88%
$91.52 - $95.59 $72K - $75.2K
12.6K $1.2B
Digitalbridge Group Incorporated Class A New
-5.29K
- 32.06%
N/A
11.2K $131M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-1.37K
- 9.01%
$42.16 - $43.5 $57.6K - $59.5K
13.8K $601M
PLD
Prologis, Inc.

Real Estate
-2.84K
- 9.3%
$104.08 - $115.35 $295K - $327K
27.7K $3.17B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-900
- 6.47%
$70.77 - $73.59 $63.7K - $66.2K
13K $953M
AMCR
Amcor PLC

Consumer Cyclical
-198
- 0.58%
$7.97 - $9.94 $1.58K - $1.97K
34.2K $280M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-992
- 22.83%
$71.86 - $87.45 $71.3K - $86.8K
3.35K $279M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-1.56K
- 11.59%
$33.07 - $34.84 $51.5K - $54.2K
11.9K $414M
CDNS
Cadence Design Systems Inc

Technology
-220
- 18.92%
$309.46 - $373.37 $68.1K - $82.1K
943 $331M
ITW
Illinois Tool Works Inc

Industrials
-225
- 9.52%
$252.31 - $269.41 $56.8K - $60.6K
2.14K $558M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-616
- 7.01%
$128.6 - $136.01 $79.2K - $83.8K
8.17K $1.11B
Innovator Equity Defined Protection ETF 1 Yr March
-945
- 10.39%
N/A
8.15K $221M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-376
- 3.17%
$72.57 - $74.72 $27.3K - $28.1K
11.5K $854M
ILCB
Ishares Morningstar U.S. Equit

ETFs
-400
- 14.04%
$85.66 - $92.67 $34.3K - $37.1K
2.45K $226M
IAK
Ishares Tr

ETFs
-118
- 2.37%
$126.37 - $134.46 $14.9K - $15.9K
4.87K $653M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-554
- 4.88%
$39.58 - $40.74 $21.9K - $22.6K
10.8K $438M
Innovator Equity Defined Protection Etf 2 Yr To July
-1.25K
- 3.52%
N/A
34.3K $1B
Jpmorgan Equity Focus ETF
-458
- 9.65%
N/A
4.29K $318M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-281
- 5.77%
$50.85 - $51.35 $14.3K - $14.4K
4.59K $235M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-786
- 16.25%
$41.53 - $66.18 $32.6K - $52K
4.05K $230M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-469
- 5.29%
$87.05 - $93.19 $40.8K - $43.7K
8.4K $781M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-283
- 1.3%
$52.39 - $53.11 $14.8K - $15K
21.5K $1.14B
Ft Vest U.S. Equity Max Buffer Etf March
-1.01K
- 2.01%
N/A
49.2K $1.6B
HAS
Hasbro, Inc.

Consumer Cyclical
-223
- 4.54%
$73.92 - $81.85 $16.5K - $18.3K
4.68K $355M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
-416
- 2.43%
$9.91 - $10.26 $4.12K - $4.27K
16.7K $167M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-177
- 3.99%
$49.05 - $49.99 $8.68K - $8.85K
4.26K $212M
AQN
Algonquin Power & Utilities Corp.

Utilities
-62
- 0.4%
$5.37 - $6.11 $333 - $379
15.6K $83.8M
PSA
Public Storage

Real Estate
-1
- 0.09%
$271.94 - $298.09 $272 - $298
1.13K $326M
VST
Vistra Corp.

Utilities
-53
- 2.2%
$182.0 - $217.92 $9.65K - $11.5K
2.36K $462M
HBAN
Huntington Bancshares Inc

Financial Services
-1K
- 4.23%
$15.87 - $17.88 $15.9K - $17.9K
22.7K $391M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-219
- 17.22%
$404.94 - $499.99 $88.7K - $109K
1.05K $511M
NDAQ
Nasdaq, Inc.

Financial Services
-21
- 0.82%
$86.73 - $96.94 $1.82K - $2.04K
2.55K $225M
EWL
Ishares Inc Msci Switzerlnd

ETFs
-90
- 2.36%
$52.43 - $56.33 $4.72K - $5.07K
3.72K $205M
FR
First Industrial Realty Trust Inc

Real Estate
-995
- 6.66%
$47.58 - $52.64 $47.3K - $52.4K
13.9K $717M
HE
Hawaiian Electric Industries Inc

Utilities
-4.21K
- 3.79%
$10.46 - $12.96 $44K - $54.5K
107K $1.18B
BRSP
Bright Spire Capital, Inc.

Real Estate
-1.07K
- 7.41%
$4.91 - $5.94 $5.26K - $6.37K
13.4K $72.8M
BCE
Bce Inc

Communication Services
-863
- 5.26%
$22.63 - $25.74 $19.5K - $22.2K
15.5K $364M
Innovator Equity Defined Protection ETF 1 Yr April
-205
- 1.33%
N/A
15.3K $388M
ECL
Ecolab Inc.

Basic Materials
-6
- 0.51%
$259.39 - $285.47 $1.56K - $1.71K
1.16K $319M
UAL
United Airlines Holdings, Inc.

Industrials
-552
- 16.09%
$80.05 - $109.36 $44.2K - $60.4K
2.88K $278M
GPN
Global Payments Inc

Industrials
-46
- 1.59%
$77.61 - $90.01 $3.57K - $4.14K
2.84K $236M
CSGP
Costar Group, Inc.

Real Estate
-82
- 2.73%
$81.42 - $96.83 $6.68K - $7.94K
2.92K $246M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-513
- 5.37%
$36.04 - $38.78 $18.5K - $19.9K
9.04K $349M
SLB
Schlumberger Limited

Energy
-4
- 0.03%
$32.37 - $37.31 $129 - $149
15K $515M
OMFL
Invesco Exchange Traded Self I

ETFs
-24
- 0.47%
$57.41 - $60.45 $1.38K - $1.45K
5.05K $304M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-94
- 0.68%
$26.16 - $27.65 $2.46K - $2.6K
13.8K $379M
Activity Summary
Buys All Purchases 544 New Holdings 115 Increased Positions 429 Sells All Sells 213 Reductions 213 Sold out 0 Options Calls 0 Puts 0
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