Montag & Associates’s KraneShares Electric Vehicles and Future Mobility Index ETF KARS Stock Holding History

Montag & Associates’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
2025 Q1	–	Sell	-59	Closed	-$1.24K	–	1020
2024 Q4	$1.24K	Hold	59	–	–	﹤0.01%	929
2024 Q3	$1.35K	Hold	59	–	–	﹤0.01%	947
2024 Q2	$1.15K	Hold	59	–	–	﹤0.01%	918
2024 Q1	$1.33K	Sell	59 -568	-91%	-$12.7K	﹤0.01%	901
2023 Q4	$16.1K	Hold	627	–	–	﹤0.01%	717
2023 Q3	$17.3K	Hold	627	–	–	﹤0.01%	685
2023 Q2	$19.6K	Hold	627	–	–	﹤0.01%	675
2023 Q1	$19.2K	Sell	627 -140	-18%	-$4.33K	﹤0.01%	671
2022 Q4	$21.6K	Sell	767 -1,439	-65%	-$44.6K	﹤0.01%	652
2022 Q3	$67K	Sell	2,206 -403	-15%	-$14.5K	﹤0.01%	493
2022 Q2	$92K	Sell	2,609 -7,842	-75%	-$279K	0.01%	448
2022 Q1	$412K	Buy	10,451 +566	+6%	+$23.3K	0.02%	315
2021 Q4	$463K	Buy	+9,885	New	+$504K	0.02%	305

Other funds holding KARS

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

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

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

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

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Montag & Associates's KARS Position: Q1 2025 in Review

Montag & Associates sold out of KraneShares Electric Vehicles and Future Mobility Index ETF (KARS) in Q1 2025, closing a stake of 59 shares — an estimated $1.24K sold.

Montag & Associates first reported a position in KARS in Q4 2021 and held it in 13 quarters. The position peaked at $463K in Q4 2021. 31 funds tracked by Wall St. Rank hold KARS as of Q1 2025.

Montag & Associates reported no remaining KraneShares Electric Vehicles and Future Mobility Index ETF position as of Q1 2025 after selling out during the quarter.
Montag & Associates sold 59 KraneShares Electric Vehicles and Future Mobility Index ETF shares in Q1 2025, an estimated $1.24K.
Montag & Associates first reported a position in KraneShares Electric Vehicles and Future Mobility Index ETF in Q4 2021 and held it in 13 quarters.
Montag & Associates's KraneShares Electric Vehicles and Future Mobility Index ETF position peaked at $463K in Q4 2021.
31 funds tracked by Wall St. Rank held KraneShares Electric Vehicles and Future Mobility Index ETF as of Q1 2025.

Based on Montag & Associates's 13F filing for Q1 2025, filed 5 May 2025.