Position in FT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$86,623
New position
Shares Held
10,734
first reported quarter
Ownership
0.043%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#44
of 57 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026KMT WEALTH MANAGEMENT, LLC holds $1,375,894 across 7 Asset Management names. FT ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
65,897 | $519,268 | |
| 2 | JQC |
Nuveen Credit Strategies Income Fund
|
54,431 | $264,534 | |
| 3 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
23,051 | $226,130 | |
| 4 | RWAY |
Runway Growth Finance Corp.
|
21,049 | $118,084 | |
| 5 | ETJ |
Eaton Vance Risk-Managed Diversified Equity Income Fund
|
11,230 | $92,872 | |
| 6 | FT |
Franklin Universal Trust
This page
|
10,734 | $86,623 | |
| 7 | PPT |
Franklin Premier Income Trust
|
19,594 | $68,383 |
All Filings in FT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,623 | 10,734 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||