Advertisement
Screener

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

Add as a preferred source on Google

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

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 QQQ; Country of operation —; Class Exchange Traded Fund; Shares before 83,624.
  • Q2 2026: Stock SGOV; Country of operation —; Class Exchange Traded Fund; Shares before 117,777.
  • Q2 2026: Stock XLE; Country of operation —; Class Exchange Traded Fund; Shares before 157,920.
  • Q2 2026: Stock SCHG; Country of operation —; Class Exchange Traded Fund; Shares before 835,595.

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 2026QQQ
INVESCO QQQ TR		Exchange Traded Fund83,62479,879-3,745$48,265,873$58,822,696+$10,556,8232026-07-27
Q2 2026SGOV
ISHARES TR 0-3 MNTH TREASRY		Exchange Traded Fund117,77734,696-83,081$11,855,473$3,492,883-$8,362,5902026-07-27
Q2 2026XLE
SPDR ENERGY SELECT SECTOR FUND		Exchange Traded Fund157,92089,040-68,880$9,674,179$4,728,919-$4,945,2602026-07-27
Q2 2026SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF		Exchange Traded Fund835,595833,309-2,286$24,340,870$28,199,180+$3,858,3102026-07-27
Q2 2026SPYM
SPDR PORTFOLIO S&P 500 ETF		United StatesExchange Traded Fund355,476345,568-9,908$27,167,314$30,356,807+$3,189,4932026-07-27
Q2 2026FPE
FIRST TRUST PREFERRED SECURITIES AND INCOME ETF		Exchange Traded Fund529,304360,906-168,398$9,395,151$6,452,998-$2,942,1532026-07-27
Q2 2026MTUM
ISHARES TR MSCI USA MMENTM		Exchange Traded Fund26,20925,481-728$6,289,948$8,735,539+$2,445,5912026-07-27
Q2 2026VTI
VANGUARD TOTAL STOCK MARKET ETF		Exchange Traded Fund65,05262,924-2,128$20,869,272$23,284,546+$2,415,2742026-07-27
Q2 2026CIBR
FIRST TRUST NASDAQ CEA CYBERSECURITY ETF		Exchange Traded Fund66,43019,556-46,874$4,163,828$1,757,131-$2,406,6972026-07-27
Q2 2026IBIT
ISHARES BITCOIN TRUST ETF SHS BEN INT		Exchange Traded Fund151,252104,150-47,102$5,811,102$3,467,154-$2,343,9482026-07-27
Q2 2026SKYY
FIRST TRUST ISE CLOUD COMPUTING INDEX FUND		Exchange Traded Fund26,3124,153-22,159$2,877,531$558,890-$2,318,6412026-07-27
Q2 2026GBTC
GRAYSCALE BITCOIN TRUST ETF		United StatesExchange Traded Fund279,960278,391-1,569$14,770,690$12,672,358-$2,098,3322026-07-27
Q2 2026SOXX
ISHARES TR ISHARES SEMICDTR		Exchange Traded Fund7,2966,981-315$2,397,795$4,473,160+$2,075,3652026-07-27
Q2 2026FTSM
FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT		Exchange Traded Fund80,50546,654-33,851$4,812,589$2,786,648-$2,025,9412026-07-27
Q2 2026CGGR
CAPITAL GROUP GROWTH ETF SHS CREATION UNIT		Exchange Traded Fund387,536370,723-16,813$15,575,069$17,498,123+$1,923,0542026-07-27
Q2 2026XLK
SPDR TECHNOLOGY SELECT SECTOR FUND		Exchange Traded Fund31,11931,047-72$4,135,728$5,915,134+$1,779,4062026-07-27
Q2 2026CGUS
CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT		Exchange Traded Fund287,149279,381-7,768$11,032,254$12,426,872+$1,394,6182026-07-27
Q2 2026XLF
SPDR FINANCIAL SELECT SECTOR FUND		Exchange Traded Fund208,061165,841-42,220$10,271,982$8,890,735-$1,381,2472026-07-27
Q2 2026FUTY
FIDELITY MSCI UTILITIES INDEX ETF		Exchange Traded Fund65,44043,346-22,094$3,865,561$2,532,289-$1,333,2722026-07-27
Q2 2026BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF		Exchange Traded Fund73,63561,357-12,278$6,747,890$5,622,761-$1,125,1292026-07-27
Q2 2026VV
VANGUARD LARGE-CAP ETF		Exchange Traded Fund20,31420,220-94$6,070,978$6,953,730+$882,7522026-07-27
Q2 2026CGGO
CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT		Exchange Traded Fund101,56599,011-2,554$3,389,228$4,191,136+$801,9082026-07-27
Q2 2026USFR
WISDOMTREE TRUST WISDOMTREE FLOATING RATE TREASURY FUND		Exchange Traded Fund65,23349,791-15,442$3,283,823$2,506,952-$776,8712026-07-27
Q2 2026SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF		Exchange Traded Fund36,94836,821-127$3,617,588$4,381,312+$763,7242026-07-27
Q2 2026RWL
INVESCO S&P 500 REVENUE ETF		Exchange Traded Fund55,08255,062-20$6,329,473$7,034,721+$705,2482026-07-27
Q2 2026IVW
ISHARES TR S&P 500 GRWT ETF		Exchange Traded Fund31,40020,728-10,672$3,551,619$2,850,664-$700,9552026-07-27
Q2 2026SDIV
GLOBAL X SUPERDIVIDEND ETF		Exchange Traded Fund116,54192,427-24,114$2,943,813$2,258,912-$684,9012026-07-27
Q2 2026TQQQ
PROSHARES TRUST ULTRAPRO QQQ		Exchange Traded Fund19,67818,254-1,424$820,179$1,478,574+$658,3952026-07-27
Q2 2026AMLP
ALERIAN MLP ETF		Exchange Traded Fund35,38123,982-11,399$1,862,436$1,243,489-$618,9472026-07-27
Q2 2026GLDB
IDX ALTERNATIVE FIAT ETF		Exchange Traded Fund53,89136,662-17,229$1,270,750$692,908-$577,8422026-07-27
Q2 2026KIE
SPDR S&P INSURANCE ETF		Exchange Traded Fund14,0173,300-10,717$770,920$201,267-$569,6532026-07-27
Q2 2026VEGN
US VEGAN CLIMATE ETF		Exchange Traded Fund24,23923,314-925$1,369,450$1,917,854+$548,4042026-07-27
Q2 2026TECL
DIREXION DAILY TECHNO BULL 3X ETF		Exchange Traded Fund3,8033,681-122$329,150$849,428+$520,2782026-07-27
Q2 2026NBSD
NEUBERGER SHORT DURATION INCOME ETF		Exchange Traded Fund21,18011,118-10,062$1,074,037$561,519-$512,5182026-07-27
Q2 2026DGRW
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND		Exchange Traded Fund70,17269,767-405$6,163,891$6,671,109+$507,2182026-07-27
Q2 2026PULS
PGIM ULTRA SHORT BOND ETF		Exchange Traded Fund64,92955,163-9,766$3,214,007$2,733,351-$480,6562026-07-27
Q2 2026ETHA
ISHARES ETHEREUM TR SHS		United StatesExchange Traded Fund77,73166,609-11,122$1,230,482$791,981-$438,5012026-07-27
Q2 2026SNTH
MRP SYNTHEQUITY ETF		Exchange Traded Fund245,131230,998-14,133$6,432,237$6,867,571+$435,3342026-07-27
Q2 2026XSMO
INVESCO S&P SMALLCAP MOMENTUM ETF		Exchange Traded Fund22,97522,889-86$1,746,560$2,143,097+$396,5372026-07-27
Q2 2026IUSG
ISHARES TR CORE S&P US GWT		Exchange Traded Fund11,75111,727-24$1,822,751$2,205,757+$383,0062026-07-27
Q2 2026ARKK
ARK ETF TRUST INNOVATION ETF		Exchange Traded Fund28,46528,451-14$1,923,980$2,299,446+$375,4662026-07-27
Q2 2026ITOT
ISHARES CORE S&P TOTAL U S STOCK MARKET ETF		Exchange Traded Fund17,44717,348-99$2,484,946$2,849,767+$364,8212026-07-27
Q2 2026GPIQ
GOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF		Exchange Traded Fund36,66036,402-258$1,814,303$2,159,003+$344,7002026-07-27
Q2 2026TDIV
FIRST TRUST EXCHANGE TRADED FUND VI FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND		Exchange Traded Fund16,34916,284-65$1,531,247$1,870,706+$339,4592026-07-27
Q2 2026KBWD
INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF		Exchange Traded Fund105,75180,474-25,277$1,326,118$999,487-$326,6312026-07-27
Q2 2026ALTY
GLOBAL X ALTERNATIVES INCOME ETF		Exchange Traded Fund79,23850,561-28,677$952,057$628,083-$323,9742026-07-27
Q2 2026MUB
ISHARES TR NATIONAL MUN ETF		Exchange Traded Fund40,06236,657-3,405$4,252,558$3,945,031-$307,5272026-07-27
Q2 2026IWD
ISHARES TR RUS 1000 VAL ETF		Exchange Traded Fund9,6779,665-12$2,067,747$2,343,006+$275,2592026-07-27
Q2 2026VOT
VANGUARD MID-CAP GROWTH ETF		Exchange Traded Fund5,6975,673-24$1,466,236$1,737,673+$271,4372026-07-27
Q2 2026SCHD
SCHWAB US DIVIDEND EQUITY ETF		Exchange Traded Fund399,685378,246-21,439$12,262,338$11,994,189-$268,1492026-07-27
Q2 2026EFV
ISHARES TR EAFE VALUE ETF		Exchange Traded Fund14,86910,951-3,918$1,105,509$838,274-$267,2352026-07-27
Q2 2026FJUL
FT VEST U.S. EQUITY BUFFER ETF - JULY		Exchange Traded Fund12,2517,088-5,163$670,375$422,020-$248,3552026-07-27
Q2 2026AIO
VIRTUS ARTIFICIAL INTELL		Closed-End Fund39,42338,858-565$844,038$1,090,737+$246,6992026-07-27
Q2 2026HYEM
VANECK EMERGING MARKETS HIGH YIELD BOND ETF		Exchange Traded Fund36,47123,772-12,699$719,573$478,055-$241,5182026-07-27
Q2 2026TNA
DIREXION DAILY SMALL CAP BULL 3X ETF		Exchange Traded Fund11,9063,936-7,970$525,412$295,633-$229,7792026-07-27
Q2 2026EIPI
FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF		Exchange Traded Fund92,53484,836-7,698$2,081,090$1,852,818-$228,2722026-07-27
Q2 2026IGM
ISHARES TR EXPND TEC SC ETF		Exchange Traded Fund4,6944,686-8$556,292$766,553+$210,2612026-07-27
Q2 2026MDY
SPDR S&P MIDCAP 400 ETF TRUST		Exchange Traded Fund2,5402,525-15$1,566,590$1,775,960+$209,3702026-07-27
Q2 2026BPRO
BITWISE PROFICIO CURRENCY DEBASEMENT ETF		Exchange Traded Fund21,83014,930-6,900$490,824$282,477-$208,3472026-07-27
Q2 2026TLH
ISHARES TR 10-20 YR TRS ETF		Exchange Traded Fund4,9663,037-1,929$500,218$304,810-$195,4082026-07-27
Q2 2026UFOX
DEFIANCE CONNECTIVE TECHNOLOGIES ETF		Exchange Traded Fund7,5317,420-111$513,458$705,219+$191,7612026-07-27
Q2 2026QUAL
ISHARES TR MSCI USA QLT FCT		Exchange Traded Fund11,3349,093-2,241$2,174,043$1,995,271-$178,7722026-07-27
Q2 2026AIQ
GLOBAL X ARTIFICIAL iNTELLIGENCE & TECHNOLOGY		Exchange Traded Fund9,4929,450-42$443,009$620,038+$177,0292026-07-27
Q2 2026DFSV
DIMENSIONAL ETF TR DIMENSIONAL US SMALL CAP VALUE		Exchange Traded Fund82,31578,895-3,420$2,884,333$3,060,343+$176,0102026-07-27
Q2 2026BABA
ALIBABA GROUP HLDG LIMITED SPONSORED ADS		American Depository Receipt4,1503,648-502$520,607$350,095-$170,5122026-07-27
Q2 2026CGGE
CAPITAL GROUP GLOBAL EQUITY ETF		Exchange Traded Fund34,08633,996-90$1,039,623$1,198,019+$158,3962026-07-27
Q2 2026IUSB
ISHARES TR CORE TOTAL USD		Exchange Traded Fund27,92324,542-3,381$1,289,750$1,132,612-$157,1382026-07-27
Q2 2026USMV
ISHARES TR MSCI USA MIN VOL		Exchange Traded Fund79,80178,300-1,501$7,400,736$7,552,791+$152,0552026-07-27
Q2 2026GOVT
ISHARES TR US TREAS BD ETF		Exchange Traded Fund26,94521,353-5,592$617,307$486,432-$130,8752026-07-27
Q2 2026XCLR
GLOBAL X FUNDS S&P 500 COLLAR 95-110 ETF		Exchange Traded Fund37,22629,910-7,316$950,175$822,959-$127,2162026-07-27
Q2 2026DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND		Exchange Traded Fund38,77638,219-557$2,037,274$2,160,144+$122,8702026-07-27
Q2 2026EMGF
ISHARES EMG MRKTS EQTY FACTOR ETF		Exchange Traded Fund21,63819,473-2,165$1,307,602$1,426,594+$118,9922026-07-27
Q2 2026SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF		Exchange Traded Fund16,76513,690-3,075$948,555$832,231-$116,3242026-07-27
Q2 2026IEFA
ISHARES TR CORE MSCI EAFE		Exchange Traded Fund26,82226,318-504$2,428,233$2,541,808+$113,5752026-07-27
Q2 2026BAI
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF		Exchange Traded Fund10,4968,534-1,962$345,843$449,912+$104,0692026-07-27
Q2 2026VHT
VANGUARD HEALTH CARE ETF		Exchange Traded Fund7,3036,997-306$1,988,713$2,092,056+$103,3432026-07-27
Q2 2026VDE
VANGUARD ENERGY ETF		Exchange Traded Fund3,8803,816-64$671,395$572,896-$98,4992026-07-27
Q2 2026AKRE
PROFESSIONALLY MANAGED PORTFOLIOS AKRE FOCUS ETF		United StatesExchange Traded Fund8,9667,087-1,879$473,853$376,958-$96,8952026-07-27
Q2 2026BDJ
BLACKROCK ENHANCED EQUITY DIVI		Closed-End Fund112,834111,618-1,216$972,629$1,068,184+$95,5552026-07-27
Q2 2026IWR
ISHARES TR RUS MID CAP ETF		Exchange Traded Fund7,4607,433-27$725,317$820,043+$94,7262026-07-27
Q2 2026FXL
FIRST TRUST TECHNOLOGY ALPHADEX FUND		Exchange Traded Fund1,5921,585-7$252,921$344,294+$91,3732026-07-27
Q2 2026XLB
STATE STREET MATERIALS SELECT SECTOR SPDR ETF		Exchange Traded Fund13,29311,296-1,997$664,234$574,187-$90,0472026-07-27
Q2 2026EMXC
ISHARES INCORPORATED MSCI EMRG CHN		Exchange Traded Fund6,4145,787-627$504,525$592,041+$87,5162026-07-27
Q2 2026XMHQ
INVESCO S&P MIDCAP QUALITY ETF		Exchange Traded Fund19,89718,970-927$2,056,753$2,141,334+$84,5812026-07-27
Q2 2026MBB
ISHARES TR MBS ETF		Exchange Traded Fund4,9194,077-842$467,070$385,379-$81,6912026-07-27
Q2 2026HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF		Exchange Traded Fund23,14823,071-77$1,479,389$1,559,138+$79,7492026-07-27
Q2 2026HYG
ISHARES TR IBOXX HI YD ETF		Exchange Traded Fund12,83411,775-1,059$1,021,068$941,650-$79,4182026-07-27
Q2 2026ICF
ISHARES TR COHEN STEER REIT		Real Estate Investment Trust29,24327,900-1,343$1,809,840$1,886,868+$77,0282026-07-27
Q2 2026IGIB
ISHARES TR ISHS 5-10YR INVT		Exchange Traded Fund58,89757,516-1,381$3,134,491$3,058,105-$76,3862026-07-27
Q2 2026SHLD
GLOBAL X DEFENSE TECH ETF		Exchange Traded Fund4,5874,200-387$324,966$250,802-$74,1642026-07-27
Q2 2026RSP
INVESCO S&P 500 EQUAL WEIGHT ETF		Exchange Traded Fund15,29213,449-1,843$2,934,896$2,861,441-$73,4552026-07-27
Q2 2026FEZ
SPDR EURO STOXX 50 ETF		Exchange Traded Fund12,66812,515-153$786,414$859,502+$73,0882026-07-27
Q2 2026ESGU
ISHARES TR ESG AWR MSCI USA		Exchange Traded Fund3,3563,339-17$474,607$546,459+$71,8522026-07-27
Q2 2026IWS
ISHARES TR RUS MDCP VAL ETF		Exchange Traded Fund5,2955,120-175$771,731$842,671+$70,9402026-07-27
Q2 2026OEF
ISHARES TR S&P 100 ETF		Exchange Traded Fund2,6672,509-158$848,298$917,975+$69,6772026-07-27
Q2 2026DFAX
DIMENSIONAL ETF TRUST WORLD EX U S CORE EQUITY 2 ETF		Exchange Traded Fund105,57899,054-6,524$3,586,485$3,649,149+$62,6642026-07-27
Q2 2026IJK
ISHARES S&P MID CAP 400 GRWTH ETF		Exchange Traded Fund4,5224,404-118$455,004$517,470+$62,4662026-07-27
Q2 2026IVE
ISHARES TR S&P 500 VAL ETF		Exchange Traded Fund4,5693,982-587$964,809$904,124-$60,6852026-07-27
Q2 2026LQD
ISHARES TR IBOXX INV CP ETF		Exchange Traded Fund13,38412,821-563$1,458,753$1,398,347-$60,4062026-07-27
Q2 2026XSW
SPDR S&P SOFTWARE SERVICES ETF		Exchange Traded Fund2,3602,296-64$335,804$394,471+$58,6672026-07-27

Similar Firms

Firm NameCountry13F ValueHoldings
Index Venture Associates VI LtdJersey$2.109B3
Hardman Johnston Global Advisors LLCUnited States$2.105B73
CENTAURUS FINANCIAL, INC.United States$2.104B1,058
Blue Whale Capital LLPUnited Kingdom$2.103B26
Strategic Financial Services, Inc.United States$2.102B153
GILEAD SCIENCES, INC.United States$2.118B6
BASSWOOD CAPITAL MANAGEMENT, L.L.C.United States$2.119B108
Analog Century Management LPUnited States$2.094B25
BSN Capital Partners Ltd$2.123B41
GW HENSSLER & ASSOCIATES LTDUnited States$2.123B232
Advertisement