KWA
MKTN

Kingswood Wealth Advisors’s Federated Hermes MDT Market Neutral ETF MKTN Stock Holding History

Kingswood Wealth Advisors’s Portfolio MKTN Stock Details MKTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.95M Buy
152,012
+22,200
+17% +$570K 0.16% 148
2026
Q1 		$3.37M Buy
+129,812
New +$3.33M 0.16% 149

Other funds holding MKTN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Kingswood Wealth Advisors's MKTN Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Federated Hermes MDT Market Neutral ETF (MKTN) stake by 17% in Q2 2026, buying an estimated $570K and bringing the position to 152,012 shares worth $3.95M. The position accounts for 0.16% of the portfolio, ranked #148.

Kingswood Wealth Advisors first reported a position in MKTN in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold MKTN as of Q2 2026.

  • Kingswood Wealth Advisors held 152,012 shares of Federated Hermes MDT Market Neutral ETF worth $3.95M as of Q2 2026.
  • Kingswood Wealth Advisors bought 22,200 Federated Hermes MDT Market Neutral ETF shares in Q2 2026, an estimated $570K.
  • Federated Hermes MDT Market Neutral ETF made up 0.16% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #148 holding.
  • Kingswood Wealth Advisors first reported a position in Federated Hermes MDT Market Neutral ETF in Q1 2026 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held Federated Hermes MDT Market Neutral ETF as of Q2 2026.

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