Laurel Wealth Advisors (North Carolina)’s KraneShares Bosera MSCI China A 50 Connect Index ETF KBA Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio KBA Stock Details KBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-400	Closed	-$12.4K	–	432
2025 Q4	$12.4K	Buy	+400	New	+$12.1K	﹤0.01%	465
2025 Q2	–	Sell	-400	Closed	-$9.45K	–	449
2025 Q1	$9.45K	Sell	400 -300	-43%	-$7.03K	﹤0.01%	481
2024 Q4	$16.4K	Buy	+700	New	+$17.5K	﹤0.01%	435
2022 Q2	–	Sell	-300	Closed	-$11K	–	670
2022 Q1	$11K	Hold	300	–	–	﹤0.01%	400
2021 Q4	$13K	Hold	300	–	–	﹤0.01%	389
2021 Q3	$14K	Hold	300	–	–	﹤0.01%	378
2021 Q2	$14K	Hold	300	–	–	﹤0.01%	423
2021 Q1	$13K	Hold	300	–	–	﹤0.01%	395
2020 Q4	$14K	Hold	300	–	–	﹤0.01%	387
2020 Q3	$12K	Hold	300	–	–	﹤0.01%	372
2020 Q2	$10K	Hold	300	–	–	﹤0.01%	379
2020 Q1	$9K	Hold	300	–	–	﹤0.01%	372
2019 Q4	$10K	Hold	300	–	–	﹤0.01%	397
2019 Q3	$9K	Hold	300	–	–	﹤0.01%	394
2019 Q2	$9K	Hold	300	–	–	﹤0.01%	387
2019 Q1	$10K	Hold	300	–	–	﹤0.01%	371
2018 Q4	$7K	Buy	+300	New	+$7.91K	﹤0.01%	387

Other funds holding KBA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SSCM

Spectrum Strategic Capital Management Corvallis, Oregon $202M AUM 23.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s KBA Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA) in Q1 2026, closing a stake of 400 shares — an estimated $12.4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in KBA in Q4 2018 and held it in 17 quarters. The position peaked at $16.4K in Q4 2024. 41 funds tracked by Wall St. Rank hold KBA as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining KraneShares Bosera MSCI China A 50 Connect Index ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 400 KraneShares Bosera MSCI China A 50 Connect Index ETF shares in Q1 2026, an estimated $12.4K.
Laurel Wealth Advisors (North Carolina) first reported a position in KraneShares Bosera MSCI China A 50 Connect Index ETF in Q4 2018 and held it in 17 quarters.
Laurel Wealth Advisors (North Carolina)'s KraneShares Bosera MSCI China A 50 Connect Index ETF position peaked at $16.4K in Q4 2024.
41 funds tracked by Wall St. Rank held KraneShares Bosera MSCI China A 50 Connect Index ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.