IMA Advisory Services’s KraneShares Electric Vehicles and Future Mobility Index ETF KARS Stock Holding History

IMA Advisory Services’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
2023 Q4	–	Sell	-100	Closed	-$2.75K	–	174
2023 Q3	$2.75K	Hold	100	–	–	﹤0.01%	266
2023 Q2	$3.12K	Hold	100	–	–	﹤0.01%	272
2023 Q1	$3.07K	Hold	100	–	–	﹤0.01%	274
2022 Q4	$2.81K	Hold	100	–	–	﹤0.01%	301
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	292
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	292
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	273
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	280
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	259
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	254
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	268
2020 Q4	$4K	Buy	+100	New	+$3.48K	﹤0.01%	259

Other funds holding KARS

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

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

RJFSA

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

IMA Advisory Services's KARS Position: Q4 2023 in Review

IMA Advisory Services sold out of KraneShares Electric Vehicles and Future Mobility Index ETF (KARS) in Q4 2023, closing a stake of 100 shares — an estimated $2.75K sold.

IMA Advisory Services first reported a position in KARS in Q4 2020 and held it in 12 quarters. The position peaked at $5K in Q4 2021. 59 funds tracked by Wall St. Rank hold KARS as of Q4 2023.

IMA Advisory Services reported no remaining KraneShares Electric Vehicles and Future Mobility Index ETF position as of Q4 2023 after selling out during the quarter.
IMA Advisory Services sold 100 KraneShares Electric Vehicles and Future Mobility Index ETF shares in Q4 2023, an estimated $2.75K.
IMA Advisory Services first reported a position in KraneShares Electric Vehicles and Future Mobility Index ETF in Q4 2020 and held it in 12 quarters.
IMA Advisory Services's KraneShares Electric Vehicles and Future Mobility Index ETF position peaked at $5K in Q4 2021.
59 funds tracked by Wall St. Rank held KraneShares Electric Vehicles and Future Mobility Index ETF as of Q4 2023.

Based on IMA Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.