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

Kingswood 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
2026 Q1	$250K	Sell	9,741 -1,123	-10%	-$32.7K	0.01%	794
2025 Q4	$326K	Buy	+10,864	New	+$345K	0.02%	656

Other funds holding KLIP

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ASN

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Kingswood Wealth Advisors's KLIP Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its KraneShares China Internet and Covered Call Strategy ETF (KLIP) stake by 10% in Q1 2026, selling an estimated $32.7K and leaving 9,741 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #794.

Kingswood Wealth Advisors first reported a position in KLIP in Q4 2025 and has held it in 2 quarters since. The position peaked at $326K in Q4 2025. 28 funds tracked by Wall St. Rank hold KLIP as of Q1 2026.

Kingswood Wealth Advisors held 9,741 shares of KraneShares China Internet and Covered Call Strategy ETF worth $250K as of Q1 2026.
Kingswood Wealth Advisors sold 1,123 KraneShares China Internet and Covered Call Strategy ETF shares in Q1 2026, an estimated $32.7K.
KraneShares China Internet and Covered Call Strategy ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #794 holding.
Kingswood Wealth Advisors first reported a position in KraneShares China Internet and Covered Call Strategy ETF in Q4 2025 and has held it in 2 quarters since.
Kingswood Wealth Advisors's KraneShares China Internet and Covered Call Strategy ETF position peaked at $326K in Q4 2025.
28 funds tracked by Wall St. Rank held KraneShares China Internet and Covered Call Strategy ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.