Pin Oak Investment Advisors’s KraneShares China Internet and Covered Call Strategy ETF KLIP Stock Holding History

Pin Oak Investment Advisors’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 Q1	–	Sell	-20	Closed	-$1K	–	468
2024 Q4	$1K	Hold	20	–	–	﹤0.01%	455
2024 Q3	$0	Buy	20 +8	+67%	+$303	﹤0.01%	486
2024 Q2	$0	Buy	+12	New	+$519	﹤0.01%	477

Other funds holding KLIP

VVP

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NWM

Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Pin Oak Investment Advisors's KLIP Position: Q1 2025 in Review

Pin Oak Investment Advisors sold out of KraneShares China Internet and Covered Call Strategy ETF (KLIP) in Q1 2025, closing a stake of 20 shares — an estimated $1K sold.

Pin Oak Investment Advisors first reported a position in KLIP in Q2 2024 and held it in 3 quarters. The position peaked at $1K in Q4 2024. 21 funds tracked by Wall St. Rank hold KLIP as of Q1 2025.

Pin Oak Investment Advisors reported no remaining KraneShares China Internet and Covered Call Strategy ETF position as of Q1 2025 after selling out during the quarter.
Pin Oak Investment Advisors sold 20 KraneShares China Internet and Covered Call Strategy ETF shares in Q1 2025, an estimated $1K.
Pin Oak Investment Advisors first reported a position in KraneShares China Internet and Covered Call Strategy ETF in Q2 2024 and held it in 3 quarters.
Pin Oak Investment Advisors's KraneShares China Internet and Covered Call Strategy ETF position peaked at $1K in Q4 2024.
21 funds tracked by Wall St. Rank held KraneShares China Internet and Covered Call Strategy ETF as of Q1 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.