KINGSWOOD WEALTH ADVISORS, LLC SNTH — MRP SYNTHEQUITY ETF

Ownership history in KINGSWOOD WEALTH ADVISORS, LLC  ·  4 quarters on record

AI Ownership Summary

KINGSWOOD WEALTH ADVISORS, LLC reported MRP SYNTHEQUITY ETF (SNTH) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.31% in 2026 Q1. The latest visible filing shows SNTH at 0.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SNTH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KINGSWOOD WEALTH ADVISORS, LLC's position in MRP SYNTHEQUITY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SNTH was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SNTH stock page KINGSWOOD WEALTH ADVISORS, LLC fund profile KINGSWOOD WEALTH ADVISORS, LLC full holdings
How KINGSWOOD WEALTH ADVISORS, LLC held SNTH — position size vs. price
% of Fund (quarterly)    SNTH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 245,131 +78,716 +47.3% 0.31% $6.4M 2026-04-28 $28.63
2025 Q4 ADDED — — — 166,415 +82,848 +99.1% 0.22% $4.6M 2026-01-28 $28.06
2025 Q3 ADDED — — — 83,567 +34,232 +69.4% 0.15% $2.5M 2025-10-23 $27.37
2025 Q2 INITIATED — — — 49,335 — — 0.11% $1.4M 2025-07-23 $25.46

🏢 Other funds also holding SNTH

As of 2026 Q1 — sorted by position size

Measured Risk Portfolios, Inc. 1.28% Belpointe Asset Management LLC 3Y 7Y 0.5% Millennium Capital Advisors, LLC 0.46% INDEPENDENT FINANCIAL GROUP, LLC 0.42% Independent Wealth Network Inc. 3Y 0.38% Hibernia Wealth Partners, LLC 0.33% TRUE Private Wealth Advisors 3Y 7Y 0.29% Chicago Partners Investment Group LLC 3Y 7Y 0.24% Sigma Planning Corp 3Y 7Y 0.09% Clear Creek Financial Management, LLC 3Y 0.09%

FAQ About KINGSWOOD WEALTH ADVISORS, LLC and SNTH

These are the practical questions this page is built to answer before you even open the full history table.

How long has KINGSWOOD WEALTH ADVISORS, LLC reported owning SNTH?

KINGSWOOD WEALTH ADVISORS, LLC reported SNTH across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported SNTH position in KINGSWOOD WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for SNTH was 0.31% in 2026 Q1.

What is the latest reported SNTH position on this page?

The most recent filing on this page is 2026 Q1, when KINGSWOOD WEALTH ADVISORS, LLC reported 245,131 shares, equal to 0.31% of portfolio, with an estimated market value of $6.4M.

What does the chart on this SNTH ownership page compare?

The chart compares KINGSWOOD WEALTH ADVISORS, LLC's quarterly SNTH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KINGSWOOD WEALTH ADVISORS, LLC time their SNTH position?

Based on 13F filing dates vs. subsequent SNTH price moves, KINGSWOOD WEALTH ADVISORS, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on SNTH relative to SPY over the holding period was -0.8%.

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