EverSource Wealth Advisors
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EverSource Wealth Advisors’s Virtus KAR Mid-Cap ETF KMID Stock Holding History

EverSource Wealth Advisors’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
Q3 		$130K Sell
5,563
-1,604
-22% -$39.6K ﹤0.01% 1240
2026
Q2 		$180K Sell
7,167
-655
-8% -$16.3K 0.01% 1054
2026
Q1 		$186K Sell
7,822
-822
-10% -$20.6K 0.01% 1095
2025
Q4 		$211K Sell
8,644
-617
-7% -$15K 0.01% 921
2025
Q3 		$228K Buy
9,261
+9,190
+12,944% +$229K 0.01% 839
2025
Q2 		$1.78K Hold
71
– – ﹤0.01% 3543
2025
Q1 		$1.68K Buy
71
+70
+7,000% +$1.71K ﹤0.01% 3002
2024
Q4 		$24 Buy
+1
New +$25 ﹤0.01% 3700

Other funds holding KMID

Allegheny Financial Group
Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

EverSource Wealth Advisors's KMID Position: Q3 2026 in Review

EverSource Wealth Advisors reduced its Virtus KAR Mid-Cap ETF (KMID) stake by 22% in Q3 2026, selling an estimated $39.6K and leaving 5,563 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

EverSource Wealth Advisors first reported a position in KMID in Q4 2024 and has held it in 8 quarters since. The position peaked at $228K in Q3 2025. 5 funds tracked by Wall St. Rank hold KMID as of Q3 2026.

  • EverSource Wealth Advisors held 5,563 shares of Virtus KAR Mid-Cap ETF worth $130K as of Q3 2026.
  • EverSource Wealth Advisors sold 1,604 Virtus KAR Mid-Cap ETF shares in Q3 2026, an estimated $39.6K.
  • Virtus KAR Mid-Cap ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #1240 holding.
  • EverSource Wealth Advisors first reported a position in Virtus KAR Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • EverSource Wealth Advisors's Virtus KAR Mid-Cap ETF position peaked at $228K in Q3 2025.
  • 5 funds tracked by Wall St. Rank held Virtus KAR Mid-Cap ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.