Kingswood Wealth Advisors’s Regan Floating Rate MBS ETF MBSF Stock Holding History

Kingswood Wealth Advisors’s Portfolio MBSF Stock Details MBSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$512K	Sell
2025 Q2	$742K	Sell
2025 Q1	$836K	Sell
2024 Q4	$885K	Buy
2024 Q3	$883K	Sell
2024 Q2	$874K	Buy
2024 Q1	$752K	Buy