Carson Wealth (CWM LLC)
KMID

Carson Wealth (CWM LLC)’s Virtus KAR Mid-Cap ETF KMID Stock Holding History

Carson Wealth (CWM LLC)’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 		$11.6K Sell
487
-208
-30% -$5.2K ﹤0.01% 4721
2025
Q4 		$17K Sell
695
-131
-16% -$3.19K ﹤0.01% 4280
2025
Q3 		$20K Sell
826
-838
-50% -$20.8K ﹤0.01% 4137
2025
Q2 		$42K Sell
1,664
-1,083
-39% -$26.1K ﹤0.01% 3425
2025
Q1 		$65K Buy
+2,747
New +$67K ﹤0.01% 2759

Other funds holding KMID

AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
NIWA
New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Virtus KAR Mid-Cap ETF (KMID) stake by 30% in Q1 2026, selling an estimated $5.2K and leaving 487 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4721.

Carson Wealth (CWM LLC) first reported a position in KMID in Q1 2025 and has held it in 5 quarters since. The position peaked at $65K in Q1 2025. 14 funds tracked by Wall St. Rank hold KMID as of Q1 2026.

  • Carson Wealth (CWM LLC) held 487 shares of Virtus KAR Mid-Cap ETF worth $11.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 208 Virtus KAR Mid-Cap ETF shares in Q1 2026, an estimated $5.2K.
  • Virtus KAR Mid-Cap ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4721 holding.
  • Carson Wealth (CWM LLC) first reported a position in Virtus KAR Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s Virtus KAR Mid-Cap ETF position peaked at $65K in Q1 2025.
  • 14 funds tracked by Wall St. Rank held Virtus KAR Mid-Cap ETF as of Q1 2026.

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