Lowe Wealth Advisors’s KraneShares Global Carbon Strategy ETF KRBN Stock Holding History

Lowe Wealth Advisors’s Portfolio KRBN Stock Details KRBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,090	Closed	-$117K	–	339
2023 Q2	$117K	Sell	3,090 -200	-6%	-$7.76K	0.06%	68
2023 Q1	$130K	Sell	3,290 -13,750	-81%	-$530K	0.07%	60
2022 Q4	$621K	Sell	17,040 -235	-1%	-$9.93K	0.34%	27
2022 Q3	$643K	Sell	17,275 -9,015	-34%	-$398K	0.38%	23
2022 Q2	$1.29M	Sell	26,290 -5,370	-17%	-$258K	0.71%	16
2022 Q1	$1.48M	Buy	31,660 +1,060	+3%	+$52.2K	0.67%	17
2021 Q4	$1.56M	Buy	30,600 +30,275	+9,315%	+$1.37M	0.69%	16
2021 Q3	$13K	Buy	325 +150	+86%	+$5.66K	0.01%	170
2021 Q2	$6K	Buy	+175	New	+$5.83K	﹤0.01%	206

Other funds holding KRBN

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

RSS

Rosenblum Silverman Sutton San Francisco, California $382M AUM 13.82% 1-Year Est. Return

PAWA

Palo Alto Wealth Advisors Palo Alto, California $343M AUM 33.47% 1-Year Est. Return

RWJF

Robert Wood Johnson Foundation Princeton, New Jersey $81M AUM 0.47% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Lowe Wealth Advisors's KRBN Position: Q3 2023 in Review

Lowe Wealth Advisors sold out of KraneShares Global Carbon Strategy ETF (KRBN) in Q3 2023, closing a stake of 3,090 shares — an estimated $117K sold.

Lowe Wealth Advisors first reported a position in KRBN in Q2 2021 and held it in 9 quarters. The position peaked at $1.56M in Q4 2021. 106 funds tracked by Wall St. Rank hold KRBN as of Q3 2023.

Lowe Wealth Advisors reported no remaining KraneShares Global Carbon Strategy ETF position as of Q3 2023 after selling out during the quarter.
Lowe Wealth Advisors sold 3,090 KraneShares Global Carbon Strategy ETF shares in Q3 2023, an estimated $117K.
Lowe Wealth Advisors first reported a position in KraneShares Global Carbon Strategy ETF in Q2 2021 and held it in 9 quarters.
Lowe Wealth Advisors's KraneShares Global Carbon Strategy ETF position peaked at $1.56M in Q4 2021.
106 funds tracked by Wall St. Rank held KraneShares Global Carbon Strategy ETF as of Q3 2023.

Based on Lowe Wealth Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.