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Kingswood Wealth Advisors »

Etf Ser Solutions shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Etf Ser Solutions (MSMR) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Etf Ser Solutions

Tip: Access up to 7 years of quarterly data

All positions including Etf Ser Solutions held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Ser Solutions by Kingswood Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$232k	6.7k	34.49

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Microsoft Corporation Common Stock (MSFT)

Amazon Com Incorporated Common Stock (AMZN)

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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)

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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 Etf Ser Solutions

McElhenny Sheffield Capital Management

Aptus Capital Advisors

United Advisor Group

Heritage Oak Wealth Advisors

Accurate Wealth Management

Janney Montgomery Scott

LaSalle St. Investment Advisors

Symphony Financial

Signal Advisors Wealth

Brookwood Investment Group

Northwestern Mutual Wealth Management Company

Kingswood Wealth Advisors

View all funds holding Etf Ser Solutions

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