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

Palacios 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 Q4	–	Sell	-8,706	Closed	-$286K	–	76
2025 Q3	$286K	Sell	8,706 -447	-5%	-$14.6K	0.19%	60
2025 Q2	$290K	Buy	+9,153	New	+$286K	0.24%	56

Other funds holding KLIP

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

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ASN

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

BPW

BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Palacios Wealth Management's KLIP Position: Q4 2025 in Review

Palacios Wealth Management sold out of KraneShares China Internet and Covered Call Strategy ETF (KLIP) in Q4 2025, closing a stake of 8,706 shares — an estimated $286K sold.

Palacios Wealth Management first reported a position in KLIP in Q2 2025 and held it in 2 quarters. The position peaked at $290K in Q2 2025. 22 funds tracked by Wall St. Rank hold KLIP as of Q4 2025.

Palacios Wealth Management reported no remaining KraneShares China Internet and Covered Call Strategy ETF position as of Q4 2025 after selling out during the quarter.
Palacios Wealth Management sold 8,706 KraneShares China Internet and Covered Call Strategy ETF shares in Q4 2025, an estimated $286K.
Palacios Wealth Management first reported a position in KraneShares China Internet and Covered Call Strategy ETF in Q2 2025 and held it in 2 quarters.
Palacios Wealth Management's KraneShares China Internet and Covered Call Strategy ETF position peaked at $290K in Q2 2025.
22 funds tracked by Wall St. Rank held KraneShares China Internet and Covered Call Strategy ETF as of Q4 2025.

Based on Palacios Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.