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

Napa 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
2025 Q2	–	Sell	-35,204	Closed	-$1.16M	–	151
2025 Q1	$1.16M	Buy	35,204 +29,788	+550%	+$982K	0.65%	45
2024 Q4	$175K	Sell	5,416 -23,595	-81%	-$813K	0.08%	166
2024 Q3	$1.07M	Buy	29,011 +12,859	+80%	+$488K	0.51%	58
2024 Q2	$624K	Buy	+16,152	New	+$698K	0.42%	64

Other funds holding KLIP

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

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 $3.6B AUM 30.03% 1-Year Est. Return

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

ASN

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

CMS

Capital Market Strategies Palm Beach Gardens, Florida $144M AUM 23.32% 1-Year Est. Return

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

Napa Wealth Management's KLIP Position: Q2 2025 in Review

Napa Wealth Management sold out of KraneShares China Internet and Covered Call Strategy ETF (KLIP) in Q2 2025, closing a stake of 35,204 shares — an estimated $1.16M sold.

Napa Wealth Management first reported a position in KLIP in Q2 2024 and held it in 4 quarters. The position peaked at $1.16M in Q1 2025. 22 funds tracked by Wall St. Rank hold KLIP as of Q2 2025.

Napa Wealth Management reported no remaining KraneShares China Internet and Covered Call Strategy ETF position as of Q2 2025 after selling out during the quarter.
Napa Wealth Management sold 35,204 KraneShares China Internet and Covered Call Strategy ETF shares in Q2 2025, an estimated $1.16M.
Napa Wealth Management first reported a position in KraneShares China Internet and Covered Call Strategy ETF in Q2 2024 and held it in 4 quarters.
Napa Wealth Management's KraneShares China Internet and Covered Call Strategy ETF position peaked at $1.16M in Q1 2025.
22 funds tracked by Wall St. Rank held KraneShares China Internet and Covered Call Strategy ETF as of Q2 2025.

Based on Napa Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.