KWA
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Kingswood Wealth Advisors’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Kingswood Wealth Advisors’s Portfolio TOTL Stock Details TOTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$455K Sell
11,354
-7,594
-40% -$305K 0.04% 441
2025
Q1 		$761K Sell
18,948
-18,219
-49% -$732K 0.07% 307
2024
Q4 		$1.46M Buy
+37,167
New +$1.46M 0.11% 199