HOWA
KAMO

Heritage Oak Wealth Advisors’s Kensington Credit Opportunities ETF KAMO Stock Holding History

Heritage Oak Wealth 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 		$6.76M Sell
274,361
-8,643
-3% -$214K 1.99% 6
2026
Q1 		$6.98M Sell
283,004
-183,873
-39% -$4.61M 2.22% 9
2025
Q4 		$11.7M Buy
+466,877
New +$11.7M 4.32% 6

Other funds holding KAMO

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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
GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Heritage Oak Wealth Advisors's KAMO Position: Q2 2026 in Review

Heritage Oak Wealth Advisors reduced its Kensington Credit Opportunities ETF (KAMO) stake by 3.1% in Q2 2026, selling an estimated $214K and leaving 274,361 shares worth $6.76M. The position accounts for 1.99% of the portfolio, ranked #6.

Heritage Oak Wealth Advisors first reported a position in KAMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.7M in Q4 2025. 11 funds tracked by Wall St. Rank hold KAMO as of Q2 2026.

  • Heritage Oak Wealth Advisors held 274,361 shares of Kensington Credit Opportunities ETF worth $6.76M as of Q2 2026.
  • Heritage Oak Wealth Advisors sold 8,643 Kensington Credit Opportunities ETF shares in Q2 2026, an estimated $214K.
  • Kensington Credit Opportunities ETF made up 1.99% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Heritage Oak Wealth Advisors first reported a position in Kensington Credit Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • Heritage Oak Wealth Advisors's Kensington Credit Opportunities ETF position peaked at $11.7M in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Kensington Credit Opportunities ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.