Concord Wealth Partners’s KraneShares Electric Vehicles and Future Mobility Index ETF KARS Stock Holding History

Concord Wealth Partners’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
2026 Q1	–	Sell	-516	Closed	-$15.8K	–	518
2025 Q4	$15.8K	Buy	516 +1	+0.2%	+$31	﹤0.01%	479
2025 Q3	$15.7K	Hold	515	–	–	﹤0.01%	484
2025 Q2	$11.3K	Hold	515	–	–	﹤0.01%	527
2025 Q1	$10.9K	Sell	515 -154	-23%	-$3.35K	﹤0.01%	501
2024 Q4	$14K	Buy	669 +5	+0.8%	+$112	﹤0.01%	495
2024 Q3	$15.2K	Hold	664	–	–	﹤0.01%	510
2024 Q2	$12.9K	Hold	664	–	–	﹤0.01%	478
2024 Q1	$14.9K	Sell	664 -50	-7%	-$1.11K	﹤0.01%	527
2023 Q4	$18.4K	Sell	714 -3	-0.4%	-$75	﹤0.01%	491
2023 Q3	$19.7K	Hold	717	–	–	﹤0.01%	512
2023 Q2	$22.4K	Hold	717	–	–	﹤0.01%	490
2023 Q1	$22K	Hold	717	–	–	0.01%	473
2022 Q4	$20.2K	Buy	+717	New	+$22.2K	0.01%	526
2022 Q3	–	Sell	-559	Closed	-$20K	–	670
2022 Q2	$20K	Buy	559 +9	+2%	+$320	0.01%	543
2022 Q1	$22K	Buy	+550	New	+$22.6K	0.01%	611

Other funds holding KARS

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

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

OMC

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

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

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HAP

Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return

Concord Wealth Partners's KARS Position: Q1 2026 in Review

Concord Wealth Partners sold out of KraneShares Electric Vehicles and Future Mobility Index ETF (KARS) in Q1 2026, closing a stake of 516 shares — an estimated $15.8K sold.

Concord Wealth Partners first reported a position in KARS in Q1 2022 and held it in 15 quarters. The position peaked at $22.4K in Q2 2023. 30 funds tracked by Wall St. Rank hold KARS as of Q1 2026.

Concord Wealth Partners reported no remaining KraneShares Electric Vehicles and Future Mobility Index ETF position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 516 KraneShares Electric Vehicles and Future Mobility Index ETF shares in Q1 2026, an estimated $15.8K.
Concord Wealth Partners first reported a position in KraneShares Electric Vehicles and Future Mobility Index ETF in Q1 2022 and held it in 15 quarters.
Concord Wealth Partners's KraneShares Electric Vehicles and Future Mobility Index ETF position peaked at $22.4K in Q2 2023.
30 funds tracked by Wall St. Rank held KraneShares Electric Vehicles and Future Mobility Index ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.