Kingswood Wealth Advisors, LLC Purchases and Sells in Q2 2025

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025

Top Buys

Incresed Positions

171 operations
Stock Shares change Price Range Shares Held Trade History
117K
+ 3002.75%
$64.8 - $97.72 $7.58M - $11.4M
121K $11.8B
2X BITCOIN STRATEGY ETF
41.7K
+ 16.37%
N/A
296K $16B
380K
+ 87.63%
$16.93 - $17.81 $6.43M - $6.76M
813K $14.5B
63.3K
+ 8.4%
$22.27 - $29.21 $1.41M - $1.85M
817K $23.9B
14.8K
+ 60.38%
$122.57 - $173.27 $1.81M - $2.56M
39.2K $6.8B
FIDELITY WISE ORIGIN BITCOIN FUND
6.72K
+ 7.97%
N/A
90.9K $8.55B
View all

New Holdings

77 operations
Stock Shares change Price Range Shares Held Trade History
MRP SYNTHEQUITY ETF
49.3K
New
N/A
49.3K $1.36B
24.4K
New
$50.47 - $50.66 $1.23M - $1.24M
24.4K $1.24B
INNOVATOR ETFS TRUST EQUITY DEFINED P
31.4K
New
N/A
31.4K $777M
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
28.1K
New
N/A
28.1K $638M
2.43K
New
$163.16 - $246.51 $397K - $600K
2.43K $600M
26.9K
New
$11.6 - $21.44 $312K - $576K
26.9K $576M
View all

Top Sells

Reduced Positions

458 operations
Stock Shares change Price Range Shares Held Trade History
-2.3M
- 91.33%
$172.42 - $223.89 $396M - $514M
218K $44.7B
-217K
- 74.79%
$496.48 - $617.85 $108M - $134M
73.1K $45.2B
-266K
- 81.8%
$354.56 - $497.45 $94.3M - $132M
59.2K $29.4B
-950K
- 77.82%
$94.31 - $157.99 $89.6M - $150M
271K $42.8B
-293K
- 73.91%
$167.32 - $223.3 $49M - $65.4M
103K $22.7B
-89.7K
- 82.71%
$484.66 - $738.09 $43.5M - $66.2M
18.8K $13.8B
View all
Activity Summary
Buys All Purchases 248 New Holdings 77 Increased Positions 171 Sells All Sells 458 Reductions 458 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email