Kingswood Wealth Advisors’s Sigma Lithium SGML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-23,750	Closed	-$313K	–	965
2025 Q4	$313K	Buy	+23,750	New	+$205K	0.02%	664

Other funds holding SGML

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Dayah Capital Stamford, Connecticut $261M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Kingswood Wealth Advisors's SGML Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Sigma Lithium (SGML) in Q1 2026, closing a stake of 23,750 shares — an estimated $313K sold.

Kingswood Wealth Advisors first reported a position in SGML in Q4 2025 and held it in 1 quarter. The position peaked at $313K in Q4 2025. 94 funds tracked by Wall St. Rank hold SGML as of Q1 2026.

Kingswood Wealth Advisors reported no remaining Sigma Lithium position as of Q1 2026 after selling out during the quarter.
Kingswood Wealth Advisors sold 23,750 Sigma Lithium shares in Q1 2026, an estimated $313K.
Kingswood Wealth Advisors first reported a position in Sigma Lithium in Q4 2025 and held it in 1 quarter.
Kingswood Wealth Advisors's Sigma Lithium position peaked at $313K in Q4 2025.
94 funds tracked by Wall St. Rank held Sigma Lithium as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.