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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$215K	Sell	18,186 -700	-4%	-$7.82K	0.01%	915
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

ACA

Anchorage Capital Advisors New York $165M AUM 5.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

REAM

Ripple Effect Asset Management New York $431M AUM 68.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

YCM

Yaupon Capital Management New York $5.08B AUM 53.49% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

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

Kingswood Wealth Advisors reduced its XPLR Infrastructure LP (XIFR) stake by 3.7% in Q2 2026, selling an estimated $7.82K and leaving 18,186 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #915.

Kingswood Wealth Advisors first reported a position in XIFR in Q3 2023 and has held it in 11 quarters since. The position peaked at $703K in Q3 2024. 222 funds tracked by Wall St. Rank hold XIFR as of Q2 2026.

Kingswood Wealth Advisors held 18,186 shares of XPLR Infrastructure LP worth $215K as of Q2 2026.
Kingswood Wealth Advisors sold 700 XPLR Infrastructure LP shares in Q2 2026, an estimated $7.82K.
XPLR Infrastructure LP made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #915 holding.
Kingswood Wealth Advisors first reported a position in XPLR Infrastructure LP in Q3 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's XPLR Infrastructure LP position peaked at $703K in Q3 2024.
222 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q2 2026.

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