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Kingswood Wealth Advisors’s STF Tactical Growth ETF TUG Stock Holding History

Kingswood Wealth Advisors’s Portfolio TUG Stock Details TUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,242
Closed -$351K – 752
2024
Q2 		$351K Hold
10,242
– – 0.03% 478
2024
Q1 		$326K Sell
10,242
-10,140
-50% -$312K 0.04% 455
2023
Q4 		$600K Sell
20,382
-474
-2% -$13.1K 0.07% 301
2023
Q3 		$556K Buy
+20,856
New +$578K 0.1% 225

Other funds holding TUG

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SGI
Summit Global Investments Bountiful, Utah $1.69B AUM 12.13% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Kingswood Wealth Advisors's TUG Position: Q3 2024 in Review

Kingswood Wealth Advisors sold out of STF Tactical Growth ETF (TUG) in Q3 2024, closing a stake of 10,242 shares — an estimated $351K sold.

Kingswood Wealth Advisors first reported a position in TUG in Q3 2023 and held it in 4 quarters. The position peaked at $600K in Q4 2023. 14 funds tracked by Wall St. Rank hold TUG as of Q3 2024.

  • Kingswood Wealth Advisors reported no remaining STF Tactical Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 10,242 STF Tactical Growth ETF shares in Q3 2024, an estimated $351K.
  • Kingswood Wealth Advisors first reported a position in STF Tactical Growth ETF in Q3 2023 and held it in 4 quarters.
  • Kingswood Wealth Advisors's STF Tactical Growth ETF position peaked at $600K in Q4 2023.
  • 14 funds tracked by Wall St. Rank held STF Tactical Growth ETF as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.