Kingswood Wealth Advisors’s BrandywineGLOBAL US Fixed Income ETF USFI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$625K	Buy	25,478 +7,314	+40%	+$180K	0.03%	545
2026 Q1	$448K	Buy	+18,164	New	+$449K	0.02%	577

Other funds holding USFI

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kingswood Wealth Advisors's USFI Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its BrandywineGLOBAL US Fixed Income ETF (USFI) stake by 40% in Q2 2026, buying an estimated $180K and bringing the position to 25,478 shares worth $625K. The position accounts for 0.03% of the portfolio, ranked #545.

Kingswood Wealth Advisors first reported a position in USFI in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold USFI as of Q2 2026.

Kingswood Wealth Advisors held 25,478 shares of BrandywineGLOBAL US Fixed Income ETF worth $625K as of Q2 2026.
Kingswood Wealth Advisors bought 7,314 BrandywineGLOBAL US Fixed Income ETF shares in Q2 2026, an estimated $180K.
BrandywineGLOBAL US Fixed Income ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #545 holding.
Kingswood Wealth Advisors first reported a position in BrandywineGLOBAL US Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held BrandywineGLOBAL US Fixed Income ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.