FWWM
KAMO

Fiscal Wisdom Wealth Management’s Kensington Credit Opportunities ETF KAMO Stock Holding History

Fiscal Wisdom Wealth Management’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 		– Sell
-8,511
Closed -$210K – 111
2026
Q1 		$210K Sell
8,511
-2,988
-26% -$74.9K 0.2% 79
2025
Q4 		$288K Buy
+11,499
New +$288K 0.27% 59

Other funds holding KAMO

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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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Fiscal Wisdom Wealth Management's KAMO Position: Q2 2026 in Review

Fiscal Wisdom Wealth Management sold out of Kensington Credit Opportunities ETF (KAMO) in Q2 2026, closing a stake of 8,511 shares — an estimated $210K sold.

Fiscal Wisdom Wealth Management first reported a position in KAMO in Q4 2025 and held it in 2 quarters. The position peaked at $288K in Q4 2025. 24 funds tracked by Wall St. Rank hold KAMO as of Q2 2026.

  • Fiscal Wisdom Wealth Management reported no remaining Kensington Credit Opportunities ETF position as of Q2 2026 after selling out during the quarter.
  • Fiscal Wisdom Wealth Management sold 8,511 Kensington Credit Opportunities ETF shares in Q2 2026, an estimated $210K.
  • Fiscal Wisdom Wealth Management first reported a position in Kensington Credit Opportunities ETF in Q4 2025 and held it in 2 quarters.
  • Fiscal Wisdom Wealth Management's Kensington Credit Opportunities ETF position peaked at $288K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Kensington Credit Opportunities ETF as of Q2 2026.

Based on Fiscal Wisdom Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.