Kingswood Wealth Advisors’s XPLR Infrastructure LP XIFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$201K Sell
18,886
-840
-4% -$8.65K 0.01% 886
2025
Q4
$197K Sell
19,726
-8,351
-30% -$80.9K 0.01% 829
2025
Q3
$286K Sell
28,077
-4,714
-14% -$45.6K 0.02% 651
2025
Q2
$269K Sell
32,791
-530
-2% -$4.6K 0.02% 606
2025
Q1
$317K Buy
33,321
+7,746
+30% +$87.8K 0.03% 530
2024
Q4
$455K Buy
25,575
+110
+0.4% +$2.19K 0.03% 468
2024
Q3
$703K Buy
25,465
+11,645
+84% +$302K 0.05% 371
2024
Q2
$382K Buy
+13,820
New +$419K 0.03% 457
2024
Q1
Sell
-13,364
Closed -$406K 708
2023
Q4
$406K Sell
13,364
-1,300
-9% -$33.1K 0.05% 394
2023
Q3
$436K Buy
+14,664
New +$743K 0.07% 275

Other funds holding XIFR

Kingswood Wealth Advisors's XIFR Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its XPLR Infrastructure LP (XIFR) stake by 4.3% in Q1 2026, selling an estimated $8.65K and leaving 18,886 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #886.

Kingswood Wealth Advisors first reported a position in XIFR in Q3 2023 and has held it in 10 quarters since. The position peaked at $703K in Q3 2024. 224 funds tracked by Wall St. Rank hold XIFR as of Q1 2026.

  • Kingswood Wealth Advisors held 18,886 shares of XPLR Infrastructure LP worth $201K as of Q1 2026.
  • Kingswood Wealth Advisors sold 840 XPLR Infrastructure LP shares in Q1 2026, an estimated $8.65K.
  • XPLR Infrastructure LP made up 0.01% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #886 holding.
  • Kingswood Wealth Advisors first reported a position in XPLR Infrastructure LP in Q3 2023 and has held it in 10 quarters since.
  • Kingswood Wealth Advisors's XPLR Infrastructure LP position peaked at $703K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.