MWM
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Maltin Wealth Management’s KraneShares China Internet and Covered Call Strategy ETF KLIP Stock Holding History

Maltin Wealth Management’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
2024
Q4 		– Sell
-7,363
Closed -$272K – 131
2024
Q3 		$272K Sell
7,363
-324
-4% -$12.3K 0.13% 105
2024
Q2 		$297K Buy
7,687
+1,101
+17% +$47.6K 0.16% 93
2024
Q1 		$287K Buy
6,586
+1,770
+37% +$79.8K 0.16% 97
2023
Q4 		$235K Buy
+4,816
New +$244K 0.15% 102

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AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CMS
Capital Market Strategies Palm Beach Gardens, Florida $144M AUM 23.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return

Maltin Wealth Management's KLIP Position: Q4 2024 in Review

Maltin Wealth Management sold out of KraneShares China Internet and Covered Call Strategy ETF (KLIP) in Q4 2024, closing a stake of 7,363 shares — an estimated $272K sold.

Maltin Wealth Management first reported a position in KLIP in Q4 2023 and held it in 4 quarters. The position peaked at $297K in Q2 2024. 21 funds tracked by Wall St. Rank hold KLIP as of Q4 2024.

  • Maltin Wealth Management reported no remaining KraneShares China Internet and Covered Call Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Maltin Wealth Management sold 7,363 KraneShares China Internet and Covered Call Strategy ETF shares in Q4 2024, an estimated $272K.
  • Maltin Wealth Management first reported a position in KraneShares China Internet and Covered Call Strategy ETF in Q4 2023 and held it in 4 quarters.
  • Maltin Wealth Management's KraneShares China Internet and Covered Call Strategy ETF position peaked at $297K in Q2 2024.
  • 21 funds tracked by Wall St. Rank held KraneShares China Internet and Covered Call Strategy ETF as of Q4 2024.

Based on Maltin Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.