Valley Wealth Managers
KGLD icon

Valley Wealth Managers’s Kurv Gold Enhanced Income ETF KGLD Stock Holding History

Valley Wealth Managers’s Portfolio KGLD Stock Details KGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$98.3K Buy
+3,817
New +$104K 0.01% 194

Other funds holding KGLD

Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Valley Wealth Managers's KGLD Position: Q3 2026 in Review

Valley Wealth Managers opened a new position in Kurv Gold Enhanced Income ETF (KGLD) in Q3 2026: 3,817 shares worth $98.3K. The stake represents 0.01% of the portfolio and ranks #194 among its holdings.

3 funds tracked by Wall St. Rank hold KGLD as of Q3 2026.

  • Valley Wealth Managers held 3,817 shares of Kurv Gold Enhanced Income ETF worth $98.3K as of Q3 2026.
  • Kurv Gold Enhanced Income ETF was a new Valley Wealth Managers position in Q3 2026.
  • Kurv Gold Enhanced Income ETF made up 0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #194 holding.
  • 3 funds tracked by Wall St. Rank held Kurv Gold Enhanced Income ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.