Allegheny Financial Group’s Virtus KAR Mid-Cap ETF KMID Stock Holding History

Allegheny Financial Group’s Portfolio KMID Stock Details KMID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.8M	Buy	620,374 +179,756	+41%	+$4.5M	1.99%	13
2025 Q4	$10.7M	Buy	440,618 +282,118	+178%	+$6.87M	1.59%	16
2025 Q3	$3.91M	Buy	158,500 +88,317	+126%	+$2.2M	0.73%	22
2025 Q2	$1.76M	Buy	+70,183	New	+$1.69M	0.39%	53

Other funds holding KMID

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

New Insight Wealth Advisors San Ramon, California $279M AUM 19.05% 1-Year Est. Return

Keystone Financial Services (Nebraska) Omaha, Nebraska $149M AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return