Carson Wealth (CWM LLC)
KAMO

Carson Wealth (CWM LLC)’s Kensington Credit Opportunities ETF KAMO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KAMO Stock Details KAMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$95.3K Buy
3,860
+398
+11% +$9.98K ﹤0.01% 3312
2025
Q4 		$87K Buy
+3,462
New +$86.8K ﹤0.01% 3179

Other funds holding KAMO

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $315M AUM 38.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KAMO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Kensington Credit Opportunities ETF (KAMO) stake by 11% in Q1 2026, buying an estimated $9.98K and bringing the position to 3,860 shares worth $95.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3312.

Carson Wealth (CWM LLC) first reported a position in KAMO in Q4 2025 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold KAMO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,860 shares of Kensington Credit Opportunities ETF worth $95.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 398 Kensington Credit Opportunities ETF shares in Q1 2026, an estimated $9.98K.
  • Kensington Credit Opportunities ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3312 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kensington Credit Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Kensington Credit Opportunities ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.