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Ssga Active Etf Tr ult sht trm bd shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Ssga Active Etf Tr ult sht trm bd (ULST) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Ssga Active Etf Tr ult sht trm bd

Tip: Access up to 7 years of quarterly data

All positions including Ssga Active Etf Tr ult sht trm bd held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ssga Active Etf Tr ult sht trm bd by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $452k 11k 40.69
2025-06-30 $374k 9.2k 40.66
2025-03-31 $321k 7.9k 40.51
2024-12-31 $302k 7.5k 40.41

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)
Microsoft Corporation Common Stock (MSFT)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Amazon Com Incorporated Common Stock (AMZN)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)
First Trust Preferred Securities And Income Etf Exchange Traded Fund (FPE)
Broadcom Incorporated Common Stock (AVGO)
Vanguard Value Etf Exchange Traded Fund (VTV)
Meta Platforms Incorporated Class A Common Stock (META)
Proshares Ultra S&p500 Exchange Traded Fund (SSO)

View all positions for Kingswood Wealth Advisors

Top funds holding Ssga Active Etf Tr ult sht trm bd

CWM
LPL Financial
Avestar Capital
Morgan Stanley
Ptm Wealth Management
BIP Wealth
AQR Capital Management
Raymond James Financial
Ieq Capital
David Kennon
Wealth Enhancement Advisory Services
ORBA Wealth Advisors
Verus Capital Partners
WT Wealth Management
Moloney Securities Asset Management

View all funds holding Ssga Active Etf Tr ult sht trm bd