KWA
VFL

Kingswood Wealth Advisors’s abrdn National Municipal Income Fund VFL Stock Holding History

Kingswood Wealth Advisors’s Portfolio VFL Stock Details VFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-29,525
Closed -$299K – 826
2024
Q4 		$299K Buy
29,525
+2,000
+7% +$21.4K 0.02% 606
2024
Q3 		$307K Hold
27,525
– – 0.02% 567
2024
Q2 		$291K Hold
27,525
– – 0.03% 529
2024
Q1 		$285K Buy
27,525
+9,325
+51% +$95.6K 0.03% 495
2023
Q4 		$186K Buy
+18,200
New +$165K 0.02% 585

Other funds holding VFL

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Kingswood Wealth Advisors's VFL Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of abrdn National Municipal Income Fund (VFL) in Q1 2025, closing a stake of 29,525 shares — an estimated $299K sold.

Kingswood Wealth Advisors first reported a position in VFL in Q4 2023 and held it in 5 quarters. The position peaked at $307K in Q3 2024. 48 funds tracked by Wall St. Rank hold VFL as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining abrdn National Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 29,525 abrdn National Municipal Income Fund shares in Q1 2025, an estimated $299K.
  • Kingswood Wealth Advisors first reported a position in abrdn National Municipal Income Fund in Q4 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's abrdn National Municipal Income Fund position peaked at $307K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held abrdn National Municipal Income Fund as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.