Palo Alto Wealth Advisors’s KraneShares Global Carbon Strategy ETF KRBN Stock Holding History

Palo Alto Wealth Advisors’s Portfolio KRBN Stock Details KRBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-50,391	Closed	-$1.57M	–	53
2024 Q3	$1.57M	Sell	50,391 -9,910	-16%	-$320K	0.65%	18
2024 Q2	$1.96M	Buy	60,301 +22,788	+61%	+$751K	1.36%	14
2024 Q1	$1.15M	Sell	37,513 -23,722	-39%	-$735K	0.81%	18
2023 Q4	$2.23M	Sell	61,235 -53,578	-47%	-$1.92M	1.69%	13
2023 Q3	$4.15M	Sell	114,813 -38,124	-25%	-$1.44M	3.46%	10
2023 Q2	$5.8M	Buy	152,937 +57	+0%	+$2.21K	4.63%	9
2023 Q1	$6.06M	Sell	152,880 -5,639	-4%	-$217K	4.86%	9
2022 Q4	$5.78M	Buy	+158,519	New	+$6.7M	4.93%	9

Other funds holding KRBN

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

Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

KIA

Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Palo Alto Wealth Advisors's KRBN Position: Q4 2024 in Review

Palo Alto Wealth Advisors sold out of KraneShares Global Carbon Strategy ETF (KRBN) in Q4 2024, closing a stake of 50,391 shares — an estimated $1.57M sold.

Palo Alto Wealth Advisors first reported a position in KRBN in Q4 2022 and held it in 8 quarters. The position peaked at $6.06M in Q1 2023. 61 funds tracked by Wall St. Rank hold KRBN as of Q4 2024.

Palo Alto Wealth Advisors reported no remaining KraneShares Global Carbon Strategy ETF position as of Q4 2024 after selling out during the quarter.
Palo Alto Wealth Advisors sold 50,391 KraneShares Global Carbon Strategy ETF shares in Q4 2024, an estimated $1.57M.
Palo Alto Wealth Advisors first reported a position in KraneShares Global Carbon Strategy ETF in Q4 2022 and held it in 8 quarters.
Palo Alto Wealth Advisors's KraneShares Global Carbon Strategy ETF position peaked at $6.06M in Q1 2023.
61 funds tracked by Wall St. Rank held KraneShares Global Carbon Strategy ETF as of Q4 2024.

Based on Palo Alto Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.