Arete Wealth Advisors’s KraneShares Global Carbon Strategy ETF KRBN Stock Holding History

Arete Wealth Advisors’s Portfolio KRBN Stock Details KRBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6,057	Closed	-$221K	–	567
2023 Q4	$221K	Buy	6,057 +57	+1%	+$2.04K	0.02%	645
2023 Q3	$217K	Sell	6,000 -1	-0%	-$38	0.04%	415
2023 Q2	$228K	Sell	6,001 -119	-2%	-$4.62K	0.02%	569
2023 Q1	$243K	Buy	+6,120	New	+$236K	0.02%	534
2022 Q2	–	Sell	-5,140	Closed	-$240K	–	512
2022 Q1	$240K	Buy	+5,140	New	+$253K	0.02%	435

Other funds holding KRBN

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return

RSS

Rosenblum Silverman Sutton San Francisco, California $382M AUM 13.82% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Arete Wealth Advisors's KRBN Position: Q1 2024 in Review

Arete Wealth Advisors sold out of KraneShares Global Carbon Strategy ETF (KRBN) in Q1 2024, closing a stake of 6,057 shares — an estimated $221K sold.

Arete Wealth Advisors first reported a position in KRBN in Q1 2022 and held it in 5 quarters. The position peaked at $243K in Q1 2023. 80 funds tracked by Wall St. Rank hold KRBN as of Q1 2024.

Arete Wealth Advisors reported no remaining KraneShares Global Carbon Strategy ETF position as of Q1 2024 after selling out during the quarter.
Arete Wealth Advisors sold 6,057 KraneShares Global Carbon Strategy ETF shares in Q1 2024, an estimated $221K.
Arete Wealth Advisors first reported a position in KraneShares Global Carbon Strategy ETF in Q1 2022 and held it in 5 quarters.
Arete Wealth Advisors's KraneShares Global Carbon Strategy ETF position peaked at $243K in Q1 2023.
80 funds tracked by Wall St. Rank held KraneShares Global Carbon Strategy ETF as of Q1 2024.

Based on Arete Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.