FEM
KAMO

Fulcrum Equity Management’s Kensington Credit Opportunities ETF KAMO Stock Holding History

Fulcrum Equity 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 		$544K Sell
22,073
-1,296
-6% -$32K 0.4% 59
2026
Q1 		$577K Sell
23,369
-1,696
-7% -$42.5K 0.56% 48
2025
Q4 		$627K Buy
+25,065
New +$628K 0.6% 41

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
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

Fulcrum Equity Management's KAMO Position: Q2 2026 in Review

Fulcrum Equity Management reduced its Kensington Credit Opportunities ETF (KAMO) stake by 5.5% in Q2 2026, selling an estimated $32K and leaving 22,073 shares worth $544K. The position accounts for 0.4% of the portfolio, ranked #59.

Fulcrum Equity Management first reported a position in KAMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $627K in Q4 2025. 24 funds tracked by Wall St. Rank hold KAMO as of Q2 2026.

  • Fulcrum Equity Management held 22,073 shares of Kensington Credit Opportunities ETF worth $544K as of Q2 2026.
  • Fulcrum Equity Management sold 1,296 Kensington Credit Opportunities ETF shares in Q2 2026, an estimated $32K.
  • Kensington Credit Opportunities ETF made up 0.4% of Fulcrum Equity Management's portfolio in Q2 2026, its #59 holding.
  • Fulcrum Equity Management first reported a position in Kensington Credit Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • Fulcrum Equity Management's Kensington Credit Opportunities ETF position peaked at $627K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Kensington Credit Opportunities ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.