Avion Wealth’s Kurv Gold Enhanced Income ETF KGLD Stock Holding History

Avion Wealth’s Portfolio KGLD Stock Details KGLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7K	Buy	+300	New	+$9.08K	﹤0.01%	720

Other funds holding KGLD

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Pin Oak Investment Advisors Houston, Texas $141M AUM 31.2% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

City State Bank Norwalk, Iowa $441M AUM 23.97% 1-Year Est. Return

Avion Wealth's KGLD Position: Q2 2026 in Review

Avion Wealth opened a new position in Kurv Gold Enhanced Income ETF (KGLD) in Q2 2026: 300 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #720 among its holdings.

13 funds tracked by Wall St. Rank hold KGLD as of Q2 2026.

Avion Wealth held 300 shares of Kurv Gold Enhanced Income ETF worth $7K as of Q2 2026.
Kurv Gold Enhanced Income ETF was a new Avion Wealth position in Q2 2026.
Kurv Gold Enhanced Income ETF made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #720 holding.
13 funds tracked by Wall St. Rank held Kurv Gold Enhanced Income ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.