Physician Wealth Advisors’s Kaltura KLTR Stock Holding History

Physician Wealth Advisors’s Portfolio KLTR Stock Details KLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-658	Closed	-$803	–	2404
2026 Q1	$803	Buy	+658	New	+$937	﹤0.01%	1785
2025 Q3	–	Sell	-535	Closed	-$1.08K	–	1979
2025 Q2	$1.08K	Hold	535	–	–	﹤0.01%	1372
2025 Q1	$1.01K	Buy	+535	New	+$1.2K	﹤0.01%	1055

Other funds holding KLTR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Physician Wealth Advisors's KLTR Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Kaltura (KLTR) in Q2 2026, closing a stake of 658 shares — an estimated $803 sold.

Physician Wealth Advisors first reported a position in KLTR in Q1 2025 and held it in 3 quarters. The position peaked at $1.08K in Q2 2025. 6 funds tracked by Wall St. Rank hold KLTR as of Q2 2026.

Physician Wealth Advisors reported no remaining Kaltura position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 658 Kaltura shares in Q2 2026, an estimated $803.
Physician Wealth Advisors first reported a position in Kaltura in Q1 2025 and held it in 3 quarters.
Physician Wealth Advisors's Kaltura position peaked at $1.08K in Q2 2025.
6 funds tracked by Wall St. Rank held Kaltura as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.