KWA
HQL

Kingswood Wealth Advisors’s abrdn Life Sciences Investors HQL Stock Holding History

Kingswood Wealth Advisors’s Portfolio HQL Stock Details HQL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,721
Closed -$149K – 766
2025
Q1 		$149K Sell
11,721
-490
-4% -$6.63K 0.01% 694
2024
Q4 		$160K Buy
+12,211
New +$176K 0.01% 751

Other funds holding HQL

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Kingswood Wealth Advisors's HQL Position: Q2 2025 in Review

Kingswood Wealth Advisors sold out of abrdn Life Sciences Investors (HQL) in Q2 2025, closing a stake of 11,721 shares — an estimated $149K sold.

Kingswood Wealth Advisors first reported a position in HQL in Q4 2024 and held it in 2 quarters. The position peaked at $160K in Q4 2024. 75 funds tracked by Wall St. Rank hold HQL as of Q2 2025.

  • Kingswood Wealth Advisors reported no remaining abrdn Life Sciences Investors position as of Q2 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 11,721 abrdn Life Sciences Investors shares in Q2 2025, an estimated $149K.
  • Kingswood Wealth Advisors first reported a position in abrdn Life Sciences Investors in Q4 2024 and held it in 2 quarters.
  • Kingswood Wealth Advisors's abrdn Life Sciences Investors position peaked at $160K in Q4 2024.
  • 75 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q2 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.