NIWA
KMID

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

New Insight 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
Q1 		$5.73M Sell
240,487
-1,207
-0.5% -$30.2K 2.06% 13
2025
Q4 		$5.89M Buy
241,694
+3,957
+2% +$96.4K 2.1% 14
2025
Q3 		$5.86M Buy
237,737
+10,593
+5% +$263K 2.21% 11
2025
Q2 		$5.7M Buy
227,144
+70,812
+45% +$1.7M 2.34% 11
2025
Q1 		$3.71M Buy
156,332
+89,743
+135% +$2.19M 1.68% 17
2024
Q4 		$1.62M Buy
+66,589
New +$1.68M 0.81% 24

Other funds holding KMID

AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $742M AUM 14.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $149M AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

New Insight Wealth Advisors's KMID Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its Virtus KAR Mid-Cap ETF (KMID) stake by 0.5% in Q1 2026, selling an estimated $30.2K and leaving 240,487 shares worth $5.73M. The position accounts for 2.06% of the portfolio, ranked #13.

New Insight Wealth Advisors first reported a position in KMID in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.89M in Q4 2025. 14 funds tracked by Wall St. Rank hold KMID as of Q1 2026.

  • New Insight Wealth Advisors held 240,487 shares of Virtus KAR Mid-Cap ETF worth $5.73M as of Q1 2026.
  • New Insight Wealth Advisors sold 1,207 Virtus KAR Mid-Cap ETF shares in Q1 2026, an estimated $30.2K.
  • Virtus KAR Mid-Cap ETF made up 2.06% of New Insight Wealth Advisors's portfolio in Q1 2026, its #13 holding.
  • New Insight Wealth Advisors first reported a position in Virtus KAR Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • New Insight Wealth Advisors's Virtus KAR Mid-Cap ETF position peaked at $5.89M in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Virtus KAR Mid-Cap ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.