KWA
PPBT

Kingswood Wealth Advisors’s Purple Biotech PPBT Stock Holding History

Kingswood Wealth Advisors’s Portfolio PPBT Stock Details PPBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,680
Closed -$39.4K – 834
2025
Q2 		$39.4K Hold
1,680
– – ﹤0.01% 740
2025
Q1 		$44.3K Sell
1,680
-1,679
-50% -$53.7K ﹤0.01% 718
2024
Q4 		$158K Buy
+3,359
New +$129K 0.01% 752
2024
Q3 		– Sell
-1,040
Closed -$84.7K – 732
2024
Q2 		$84.7K Buy
1,040
+109
+12% +$12.6K 0.01% 645
2024
Q1 		$125K Buy
931
+55
+6% +$7.89K 0.01% 589
2023
Q4 		$137K Buy
876
+223
+34% +$49.4K 0.02% 600
2023
Q3 		$140K Buy
653
+13
+2% +$3.1K 0.02% 394
2023
Q2 		$178K Buy
+640
New +$230K 0.06% 251

Other funds holding PPBT

VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Kingswood Wealth Advisors's PPBT Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of Purple Biotech (PPBT) in Q3 2025, closing a stake of 1,680 shares — an estimated $39.4K sold.

Kingswood Wealth Advisors first reported a position in PPBT in Q2 2023 and held it in 8 quarters. The position peaked at $178K in Q2 2023. 16 funds tracked by Wall St. Rank hold PPBT as of Q3 2025.

  • Kingswood Wealth Advisors reported no remaining Purple Biotech position as of Q3 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,680 Purple Biotech shares in Q3 2025, an estimated $39.4K.
  • Kingswood Wealth Advisors first reported a position in Purple Biotech in Q2 2023 and held it in 8 quarters.
  • Kingswood Wealth Advisors's Purple Biotech position peaked at $178K in Q2 2023.
  • 16 funds tracked by Wall St. Rank held Purple Biotech as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.