Innovative Advisory Group, LLC’s KraneShares Bosera MSCI China A 50 Connect Index ETF KBA Stock Holding History

Innovative Advisory Group, LLC’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	-100	Closed	-$3.09K	–	130
2025 Q4	$3.09K	Hold	100	–	–	﹤0.01%	180
2025 Q3	$3.01K	Hold	100	–	–	﹤0.01%	179
2025 Q2	$2.43K	Hold	100	–	–	﹤0.01%	183
2025 Q1	$2.36K	Hold	100	–	–	﹤0.01%	161
2024 Q4	$2.35K	Buy	+100	New	+$2.49K	﹤0.01%	154

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 22.9% 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

Innovative Advisory Group, LLC's KBA Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA) in Q1 2026, closing a stake of 100 shares — an estimated $3.09K sold.

Innovative Advisory Group, LLC first reported a position in KBA in Q4 2024 and held it in 5 quarters. The position peaked at $3.09K in Q4 2025. 41 funds tracked by Wall St. Rank hold KBA as of Q1 2026.

Innovative Advisory Group, LLC reported no remaining KraneShares Bosera MSCI China A 50 Connect Index ETF position as of Q1 2026 after selling out during the quarter.
Innovative Advisory Group, LLC sold 100 KraneShares Bosera MSCI China A 50 Connect Index ETF shares in Q1 2026, an estimated $3.09K.
Innovative Advisory Group, LLC first reported a position in KraneShares Bosera MSCI China A 50 Connect Index ETF in Q4 2024 and held it in 5 quarters.
Innovative Advisory Group, LLC's KraneShares Bosera MSCI China A 50 Connect Index ETF position peaked at $3.09K in Q4 2025.
41 funds tracked by Wall St. Rank held KraneShares Bosera MSCI China A 50 Connect Index ETF as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.