KWA
Kingswood Wealth Advisors’s Acruence Active Hedge US Equity ETF XVOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Sell |
100,054
-2,641
| -3% | -$58K | 0.17% | 126 |
|
|
2025
Q1 | $2.06M | Buy |
102,695
+5,500
| +6% | +$110K | 0.19% | 130 |
|
|
2024
Q4 | $2.07M | Buy |
+97,195
| New | +$2.07M | 0.16% | 145 |
|
|
2024
Q3 | – | Sell |
-74,843
| Closed | -$1.54M | – | 768 |
|
|
2024
Q2 | $1.54M | Buy |
+74,843
| New | +$1.54M | 0.14% | 151 |
|