Kingswood Wealth Advisors’s Global X S&P 500 Collar 95-110 ETF XCLR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$823K	Sell	29,910 -7,316	-20%	-$198K	0.03%	457
2026 Q1	$950K	Buy	+37,226	New	+$997K	0.05%	387

Other funds holding XCLR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Kingswood Wealth Advisors reduced its Global X S&P 500 Collar 95-110 ETF (XCLR) stake by 20% in Q2 2026, selling an estimated $198K and leaving 29,910 shares worth $823K. The position accounts for 0.03% of the portfolio, ranked #457.

Kingswood Wealth Advisors first reported a position in XCLR in Q1 2026 and has held it in 2 quarters since. The position peaked at $950K in Q1 2026. 3 funds tracked by Wall St. Rank hold XCLR as of Q2 2026.

Kingswood Wealth Advisors held 29,910 shares of Global X S&P 500 Collar 95-110 ETF worth $823K as of Q2 2026.
Kingswood Wealth Advisors sold 7,316 Global X S&P 500 Collar 95-110 ETF shares in Q2 2026, an estimated $198K.
Global X S&P 500 Collar 95-110 ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #457 holding.
Kingswood Wealth Advisors first reported a position in Global X S&P 500 Collar 95-110 ETF in Q1 2026 and has held it in 2 quarters since.
Kingswood Wealth Advisors's Global X S&P 500 Collar 95-110 ETF position peaked at $950K in Q1 2026.
3 funds tracked by Wall St. Rank held Global X S&P 500 Collar 95-110 ETF as of Q2 2026.

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