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Exchange Traded Concepts Tr shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Exchange Traded Concepts Tr (COAL) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Exchange Traded Concepts Tr

Tip: Access up to 7 years of quarterly data

All positions including Exchange Traded Concepts Tr held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exchange Traded Concepts Tr by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.1M 111k 27.44

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Vanguard Value Etf Exchange Traded Fund (VTV)
Microsoft Corporation Common Stock (MSFT)
Amazon Com Incorporated Common Stock (AMZN)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPYM)
Broadcom Incorporated Common Stock (AVGO)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)

View all positions for Kingswood Wealth Advisors

Top funds holding Exchange Traded Concepts Tr

Kingswood Wealth Advisors
Lifetime Wealth Management P.C.
Jane Street
FNY Investment Advisers
Manufacturers Life Insurance Company
Proficio Capital Partners
Cetera Investment Advisers
Private Advisor
Group One Trading
Cassaday & Co Wealth Management
Millennium Management
Sprott
Citadel Advisors
Envestnet Asset Management
Warren Averett Asset Management

View all funds holding Exchange Traded Concepts Tr