SPIA
KMID

Steward Partners Investment Advisory’s Virtus KAR Mid-Cap ETF KMID Stock Holding History

Steward Partners Investment Advisory’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 		$40.5K Hold
1,700
– – ﹤0.01% 2893
2025
Q4 		$41.4K Buy
1,700
+200
+13% +$4.87K ﹤0.01% 2772
2025
Q3 		$37K Hold
1,500
– – ﹤0.01% 2759
2025
Q2 		$37.6K Buy
+1,500
New +$36.1K ﹤0.01% 2618

Other funds holding KMID

AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 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
NIWA
New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 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 $8.93B AUM 25.13% 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 $2.97B AUM 28.74% 1-Year Est. Return

Steward Partners Investment Advisory's KMID Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Virtus KAR Mid-Cap ETF (KMID) position steady in Q1 2026 at 1,700 shares worth $40.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2893.

Steward Partners Investment Advisory first reported a position in KMID in Q2 2025 and has held it in 4 quarters since. The position peaked at $41.4K in Q4 2025. 14 funds tracked by Wall St. Rank hold KMID as of Q1 2026.

  • Steward Partners Investment Advisory held 1,700 shares of Virtus KAR Mid-Cap ETF worth $40.5K as of Q1 2026.
  • Steward Partners Investment Advisory left its Virtus KAR Mid-Cap ETF share count unchanged in Q1 2026.
  • Virtus KAR Mid-Cap ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2893 holding.
  • Steward Partners Investment Advisory first reported a position in Virtus KAR Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's Virtus KAR Mid-Cap ETF position peaked at $41.4K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Virtus KAR Mid-Cap ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.