Kingswood Wealth Advisors’s Vaxart VXRT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.05K	Buy	+10,005	New	+$6.05K	﹤0.01%	993
2026 Q1	–	Sell	-10,005	Closed	-$3.47K	–	979
2025 Q4	$3.47K	Buy	+10,005	New	+$3.47K	﹤0.01%	866
2025 Q3	–	Sell	-20,005	Closed	-$9.04K	–	848
2025 Q2	$9.04K	Hold	20,005	–	–	﹤0.01%	743
2025 Q1	$7.8K	Sell	20,005 -10,000	-33%	-$6.41K	﹤0.01%	721
2024 Q4	$19.9K	Buy	+30,005	New	+$20.8K	﹤0.01%	779
2024 Q3	–	Sell	-25,000	Closed	-$16.7K	–	761
2024 Q2	$16.7K	Hold	25,000	–	–	﹤0.01%	652
2024 Q1	$32.5K	Buy	+25,000	New	+$26.2K	﹤0.01%	611

Other funds holding VXRT

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return

SFG

Strive Financial Group Carmel, Indiana $231M AUM

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

Kingswood Wealth Advisors opened a new position in Vaxart (VXRT) in Q2 2026: 10,005 shares worth $6.05K. The stake represents ﹤0.01% of the portfolio and ranks #993 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in VXRT as recently as Q4 2025.

Kingswood Wealth Advisors first reported a position in VXRT in Q1 2024 and has held it in 7 quarters since. The position peaked at $32.5K in Q1 2024. 4 funds tracked by Wall St. Rank hold VXRT as of Q2 2026.

Kingswood Wealth Advisors held 10,005 shares of Vaxart worth $6.05K as of Q2 2026.
Vaxart was a new Kingswood Wealth Advisors position in Q2 2026.
Vaxart made up ﹤0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #993 holding.
Kingswood Wealth Advisors first reported a position in Vaxart in Q1 2024 and has held it in 7 quarters since.
Kingswood Wealth Advisors's Vaxart position peaked at $32.5K in Q1 2024.
4 funds tracked by Wall St. Rank held Vaxart as of Q2 2026.

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