Arkadios Wealth Advisors’s KraneShares Electric Vehicles and Future Mobility Index ETF KARS Stock Holding History

Arkadios Wealth Advisors’s Portfolio KARS Stock Details KARS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-9,383	Closed	-$241K	–	762
2023 Q4	$241K	Sell	9,383 -12,569	-57%	-$316K	0.02%	598
2023 Q3	$605K	Sell	21,952 -1,274	-5%	-$39.1K	0.06%	293
2023 Q2	$725K	Sell	23,226 -2,513	-10%	-$74.7K	0.08%	233
2023 Q1	$790K	Sell	25,739 -4,289	-14%	-$133K	0.09%	220
2022 Q4	$845K	Buy	30,028 +998	+3%	+$31K	0.11%	194
2022 Q3	$886K	Buy	29,030 +8,362	+40%	+$300K	0.13%	172
2022 Q2	$729K	Sell	20,668 -878	-4%	-$31.2K	0.11%	218
2022 Q1	$850K	Buy	21,546 +9,533	+79%	+$392K	0.11%	210
2021 Q4	$562K	Buy	12,013 +2,762	+30%	+$141K	0.07%	303
2021 Q3	$429K	Buy	+9,251	New	+$438K	0.06%	327

Other funds holding KARS

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Arkadios Wealth Advisors's KARS Position: Q1 2024 in Review

Arkadios Wealth Advisors sold out of KraneShares Electric Vehicles and Future Mobility Index ETF (KARS) in Q1 2024, closing a stake of 9,383 shares — an estimated $241K sold.

Arkadios Wealth Advisors first reported a position in KARS in Q3 2021 and held it in 10 quarters. The position peaked at $886K in Q3 2022. 45 funds tracked by Wall St. Rank hold KARS as of Q1 2024.

Arkadios Wealth Advisors reported no remaining KraneShares Electric Vehicles and Future Mobility Index ETF position as of Q1 2024 after selling out during the quarter.
Arkadios Wealth Advisors sold 9,383 KraneShares Electric Vehicles and Future Mobility Index ETF shares in Q1 2024, an estimated $241K.
Arkadios Wealth Advisors first reported a position in KraneShares Electric Vehicles and Future Mobility Index ETF in Q3 2021 and held it in 10 quarters.
Arkadios Wealth Advisors's KraneShares Electric Vehicles and Future Mobility Index ETF position peaked at $886K in Q3 2022.
45 funds tracked by Wall St. Rank held KraneShares Electric Vehicles and Future Mobility Index ETF as of Q1 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.