CIA
KAMO

Concurrent Investment Advisors’s Kensington Credit Opportunities ETF KAMO Stock Holding History

Concurrent Investment Advisors’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
Q2 		$1.16M Sell
47,180
-11,871
-20% -$294K 0.01% 937
2026
Q1 		$1.46M Buy
59,051
+1,477
+3% +$37K 0.02% 725
2025
Q4 		$1.44M Buy
+57,574
New +$1.44M 0.02% 692

Other funds holding KAMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $340M AUM 29.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return

Concurrent Investment Advisors's KAMO Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Kensington Credit Opportunities ETF (KAMO) stake by 20% in Q2 2026, selling an estimated $294K and leaving 47,180 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #937.

Concurrent Investment Advisors first reported a position in KAMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.46M in Q1 2026. 24 funds tracked by Wall St. Rank hold KAMO as of Q2 2026.

  • Concurrent Investment Advisors held 47,180 shares of Kensington Credit Opportunities ETF worth $1.16M as of Q2 2026.
  • Concurrent Investment Advisors sold 11,871 Kensington Credit Opportunities ETF shares in Q2 2026, an estimated $294K.
  • Kensington Credit Opportunities ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #937 holding.
  • Concurrent Investment Advisors first reported a position in Kensington Credit Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Kensington Credit Opportunities ETF position peaked at $1.46M in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Kensington Credit Opportunities ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.