B. Riley Wealth Advisors’s KraneShares China Internet and Covered Call Strategy ETF KLIP Stock Holding History

B. Riley Wealth Advisors’s Portfolio KLIP Stock Details KLIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-9,989	Closed	-$386K	–	1353
2024 Q2	$386K	Buy	9,989 +3,601	+56%	+$156K	0.01%	920
2024 Q1	$330K	Buy	6,388 +831	+15%	+$37.4K	0.01%	1003
2023 Q4	$271K	Sell	5,557 -831	-13%	-$42.1K	0.01%	1104
2023 Q3	$330K	Buy	+6,388	New	+$353K	0.01%	1003

Other funds holding KLIP

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

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

Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return

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

NWM

Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

B. Riley Wealth Advisors's KLIP Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of KraneShares China Internet and Covered Call Strategy ETF (KLIP) in Q3 2024, closing a stake of 9,989 shares — an estimated $386K sold.

B. Riley Wealth Advisors first reported a position in KLIP in Q3 2023 and held it in 4 quarters. The position peaked at $386K in Q2 2024. 22 funds tracked by Wall St. Rank hold KLIP as of Q3 2024.

B. Riley Wealth Advisors reported no remaining KraneShares China Internet and Covered Call Strategy ETF position as of Q3 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 9,989 KraneShares China Internet and Covered Call Strategy ETF shares in Q3 2024, an estimated $386K.
B. Riley Wealth Advisors first reported a position in KraneShares China Internet and Covered Call Strategy ETF in Q3 2023 and held it in 4 quarters.
B. Riley Wealth Advisors's KraneShares China Internet and Covered Call Strategy ETF position peaked at $386K in Q2 2024.
22 funds tracked by Wall St. Rank held KraneShares China Internet and Covered Call Strategy ETF as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.