UBS Group
KMID

UBS Group’s Virtus KAR Mid-Cap ETF KMID Stock Holding History

UBS Group’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 		– Sell
-302
Closed -$7.36K – 11426
2025
Q4 		$7.36K Buy
+302
New +$7.36K ﹤0.01% 8454
2025
Q2 		– Sell
-441
Closed -$10.5K – 11051
2025
Q1 		$10.5K Buy
+441
New +$10.8K ﹤0.01% 8625

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 $445B AUM 25.58% 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 28.72% 1-Year Est. Return

UBS Group's KMID Position: Q1 2026 in Review

UBS Group sold out of Virtus KAR Mid-Cap ETF (KMID) in Q1 2026, closing a stake of 302 shares — an estimated $7.36K sold.

UBS Group first reported a position in KMID in Q1 2025 and held it in 2 quarters. The position peaked at $10.5K in Q1 2025. 14 funds tracked by Wall St. Rank hold KMID as of Q1 2026.

  • UBS Group reported no remaining Virtus KAR Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 302 Virtus KAR Mid-Cap ETF shares in Q1 2026, an estimated $7.36K.
  • UBS Group first reported a position in Virtus KAR Mid-Cap ETF in Q1 2025 and held it in 2 quarters.
  • UBS Group's Virtus KAR Mid-Cap ETF position peaked at $10.5K in Q1 2025.
  • 14 funds tracked by Wall St. Rank held Virtus KAR Mid-Cap ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.