Ball & Co Wealth Management
KSPY icon

Ball & Co Wealth Management’s KraneShares Hedgeye Hedged Equity Index ETF KSPY Stock Holding History

Ball & Co Wealth Management’s Portfolio KSPY Stock Details KSPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.2M Sell
373,240
-662
-0.2% -$19.7K 7.65% 5
2026
Q2 		$11M Hold
373,902
– – 7.77% 5
2026
Q1 		$10.3M Buy
+373,902
New +$10.4M 8.58% 5

Other funds holding KSPY

Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Reyes Financial Architecture
Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return
Sound Financial Strategies Group
Sound Financial Strategies Group Madison, Mississippi $148M AUM 10.49% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Stratos Wealth Advisors
Stratos Wealth Advisors Beachwood, Ohio $1.9B AUM 16.7% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

Ball & Co Wealth Management's KSPY Position: Q3 2026 in Review

Ball & Co Wealth Management reduced its KraneShares Hedgeye Hedged Equity Index ETF (KSPY) stake by 0.18% in Q3 2026, selling an estimated $19.7K and leaving 373,240 shares worth $11.2M. The position accounts for 7.65% of the portfolio, ranked #5.

Ball & Co Wealth Management first reported a position in KSPY in Q1 2026 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold KSPY as of Q3 2026.

  • Ball & Co Wealth Management held 373,240 shares of KraneShares Hedgeye Hedged Equity Index ETF worth $11.2M as of Q3 2026.
  • Ball & Co Wealth Management sold 662 KraneShares Hedgeye Hedged Equity Index ETF shares in Q3 2026, an estimated $19.7K.
  • KraneShares Hedgeye Hedged Equity Index ETF made up 7.65% of Ball & Co Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Ball & Co Wealth Management first reported a position in KraneShares Hedgeye Hedged Equity Index ETF in Q1 2026 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held KraneShares Hedgeye Hedged Equity Index ETF as of Q3 2026.

Based on Ball & Co Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.