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KINGSWOOD WEALTH ADVISORS, LLC Historic Quarter Change: USA ETF, New

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KINGSWOOD WEALTH ADVISORS, LLC historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, KINGSWOOD WEALTH ADVISORS, LLC opened 1,385 positions, added to 1,241, reduced 793 and sold out of 1,080.

  • Q2 2026: Stock DRAM; Country of operation —; Class Exchange Traded Fund; Shares before 0.
  • Q2 2026: Stock FFLG; Country of operation —; Class Exchange Traded Fund; Shares before 0.
  • Q2 2026: Stock SPCX; Country of operation —; Class Common Stock; Shares before 0.
  • Q2 2026: Stock VTEC; Country of operation —; Class Exchange Traded Fund; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1987855), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-23); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-07-25); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-21); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-06-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026DRAM
ROUNDHILL MEMORY ETF		Exchange Traded Fund0118,240+118,240$0$8,732,024+$8,732,0242026-07-27
Q2 2026FFLG
FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF		Exchange Traded Fund0120,628+120,628$0$4,183,379+$4,183,3792026-07-27
Q2 2026SPCX
SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK		Common Stock021,029+21,029$0$3,593,069+$3,593,0692026-07-27
Q2 2026VTEC
VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF		Exchange Traded Fund019,268+19,268$0$1,938,375+$1,938,3752026-07-27
Q2 2026ACYN
FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF		Exchange Traded Fund058,821+58,821$0$1,222,889+$1,222,8892026-07-27
Q2 2026EWZ
ISHARES INCORPORATED MSCI BRAZIL ETF		Exchange Traded Fund020,233+20,233$0$698,039+$698,0392026-07-27
Q2 2026PSI
INVESCO SEMICONDUCTORS ETF		Exchange Traded Fund03,377+3,377$0$634,320+$634,3202026-07-27
Q2 2026VBIL
VANGUARD 0-3 MONTH TREASURY BILL ETF		Exchange Traded Fund08,223+8,223$0$622,317+$622,3172026-07-27
Q2 2026PTF
INVESCO DWA TECHNOLOGY MOMENTUM ETF		Exchange Traded Fund04,475+4,475$0$609,987+$609,9872026-07-27
Q2 2026FLRN
SPDR BLOOMBERG INT GRD FLT RT ETF		Exchange Traded Fund018,927+18,927$0$583,898+$583,8982026-07-27
Q2 2026SGVT
SCHWAB GOVT MONEY MKT ETF		Exchange Traded Fund04,957+4,957$0$499,334+$499,3342026-07-27
Q2 2026CLOI
VANECK CLO ETF		Exchange Traded Fund08,325+8,325$0$440,809+$440,8092026-07-27
Q2 2026SCMB
SCHWAB MUNICIPAL BOND ETF		Exchange Traded Fund016,699+16,699$0$431,166+$431,1662026-07-27
Q2 2026CALI
ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF		Exchange Traded Fund08,514+8,514$0$430,246+$430,2462026-07-27
Q2 2026POWR
ISHARES INC ISHARES U S POWER INFRASTRUCTURE ETF		Exchange Traded Fund014,600+14,600$0$408,216+$408,2162026-07-27
Q2 2026FTPA
FRANKLIN PENNSYLVANIA MUNICIPAL INCOME ETF		Exchange Traded Fund044,842+44,842$0$392,816+$392,8162026-07-27
Q2 2026PWZ
INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF		Exchange Traded Fund014,746+14,746$0$361,424+$361,4242026-07-27
Q2 2026ROM
PROSHARES ULTRA TECHNOLOGY		Exchange Traded Fund02,162+2,162$0$335,542+$335,5422026-07-27
Q2 2026COPX
GLOBAL X COPPER MINERS ETF		Exchange Traded Fund04,345+4,345$0$334,435+$334,4352026-07-27
Q2 2026VGSH
VANGUARD SHORT-TERM TREASURY ETF		Exchange Traded Fund05,703+5,703$0$331,921+$331,9212026-07-27
Q2 2026IBOT
VANECK ROBOTICS ETF		Exchange Traded Fund04,770+4,770$0$328,041+$328,0412026-07-27
Q2 2026JOYY
JOYY INC AMERICAN DEPOSITARY SHARES		American Depository Receipt04,963+4,963$0$327,508+$327,5082026-07-27
Q2 2026GSLC
GOLDMAN SACHS ACTVBETA US LRG ETF		Exchange Traded Fund02,244+2,244$0$318,454+$318,4542026-07-27
Q2 2026ROKT
STATE STREET SPDR S&P KENSHO FINAL FRONTIERS ETF		Exchange Traded Fund02,611+2,611$0$311,915+$311,9152026-07-27
Q2 2026FDIS
FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF		Exchange Traded Fund02,979+2,979$0$306,360+$306,3602026-07-27
Q2 2026SCHO
SCHWAB SHORT-TERM U.S. TREASURY ETF		Exchange Traded Fund012,449+12,449$0$300,516+$300,5162026-07-27
Q2 2026GSIE
GOLDMAN SACHS ACTVBT INTEREQY ETF		Exchange Traded Fund06,531+6,531$0$298,485+$298,4852026-07-27
Q2 2026BALT
Innovator Defined Wealth Shld ETF		Exchange Traded Fund08,676+8,676$0$297,327+$297,3272026-07-27
Q2 2026XTL
SPDR SERIES TRUST S&P TELECOM		Exchange Traded Fund01,297+1,297$0$295,004+$295,0042026-07-27
Q2 2026DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF		Exchange Traded Fund05,812+5,812$0$277,523+$277,5232026-07-27
Q2 2026VRIG
INVESCO ACTIVELY MANAGED EXCHANGE TRADED FD TR VAR RATE INVT GRADE ETF		Exchange Traded Fund010,980+10,980$0$275,269+$275,2692026-07-27
Q2 2026PSC
PRINCIPAL EXCHANGE-TRADED FDS PRIN U S SMALL-CAP		Exchange Traded Fund03,913+3,913$0$274,396+$274,3962026-07-27
Q2 2026KYN
KAYNE ANDERSON ENERGY INFRSTR		Closed-End Fund019,209+19,209$0$265,660+$265,6602026-07-27
Q2 2026TRFK
PACER DATA AND DIGITAL RVLTN ETF		Exchange Traded Fund02,421+2,421$0$258,321+$258,3212026-07-27
Q2 2026CORO
ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF		Exchange Traded Fund07,042+7,042$0$257,737+$257,7372026-07-27
Q2 2026DFCF
DIMENSIONAL CORE FIXED INCOME ETF		Exchange Traded Fund05,699+5,699$0$240,555+$240,5552026-07-27
Q2 2026QLD
PROSHARES ULTRA QQQ ETF		Exchange Traded Fund02,424+2,424$0$234,516+$234,5162026-07-27
Q2 2026ARTY
ISHARES TR FUTURE AI & TECH		Exchange Traded Fund03,003+3,003$0$228,710+$228,7102026-07-27
Q2 2026GGLL
DIREXION DAILY GOOGL BULL 2X ETF		Exchange Traded Fund02,000+2,000$0$227,400+$227,4002026-07-27
Q2 2026NMAY
INNOVATOR ETFS TRUST GROWTH 100 POWER		Exchange Traded Fund07,236+7,236$0$213,848+$213,8482026-07-27
Q2 2026PRF
INVESCO RAFI US 1000 ETF		Exchange Traded Fund03,926+3,926$0$212,122+$212,1222026-07-27
Q2 2026IVES
DAN IVES WEDBUSH AI REVOLUTION ETF		Exchange Traded Fund05,554+5,554$0$211,607+$211,6072026-07-27
Q2 2026PMAY
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY		Exchange Traded Fund05,108+5,108$0$210,960+$210,9602026-07-27
Q2 2026AVEM
AVANTIS EMERGING MARKETS EQUITY ETF		Exchange Traded Fund02,185+2,185$0$210,831+$210,8312026-07-27
Q2 2026JPEF
JPMORGAN EQUITY FOCUS ETF		Exchange Traded Fund02,604+2,604$0$209,180+$209,1802026-07-27
Q2 2026ISPY
PROSHARES S&P 500 HIGH INCOME ETF		Exchange Traded Fund04,308+4,308$0$207,603+$207,6032026-07-27
Q2 2026FLQM
FRANKLIN US MD CP MULTIFCT INDEX ETF		Exchange Traded Fund03,579+3,579$0$207,170+$207,1702026-07-27
Q2 2026FXO
FIRST TRUST FINANCIALS ALPHADEX FUND		Exchange Traded Fund03,307+3,307$0$206,543+$206,5432026-07-27
Q2 2026SCHA
SCHWAB U.S. SMALL-CAP ETF		Exchange Traded Fund05,692+5,692$0$205,636+$205,6362026-07-27
Q2 2026EZU
ISHARES INCORPORATED MSCI EURZONE ETF		Exchange Traded Fund02,955+2,955$0$205,373+$205,3732026-07-27
Q2 2026IALT
ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF		Exchange Traded Fund07,311+7,311$0$205,074+$205,0742026-07-27
Q2 2026NXTG
FIRST TRUST INDXX NEXTG ETF		Exchange Traded Fund01,329+1,329$0$203,791+$203,7912026-07-27
Q2 2026UMAY
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - MAY		Exchange Traded Fund05,355+5,355$0$203,503+$203,5032026-07-27
Q2 2026DMAY
FT VEST U.S. EQUITY DEEP BUFFER ETF - MAY		Exchange Traded Fund04,289+4,289$0$202,098+$202,0982026-07-27
Q2 2026VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF		Exchange Traded Fund02,556+2,556$0$202,035+$202,0352026-07-27
Q2 2026DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF		Exchange Traded Fund04,988+4,988$0$200,567+$200,5672026-07-27
Q2 2026HYD
VANECK HIGH-YIELD MUNICIPAL INDEX ETF		Exchange Traded Fund03,894+3,894$0$200,561+$200,5612026-07-27
Q2 2026AMPU
DEFIANCE DAILY TARGET 2X LONG AMPX ETF		Exchange Traded Fund032,500+32,500$0$181,350+$181,3502026-07-27
Q2 2026RGTZ
DFIANCE 2XSHRT RGTI		Exchange Traded Fund012,084+12,084$0$44,885+$44,8852026-07-27

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