SFSG
KSPY

Sound Financial Strategies Group’s KraneShares Hedgeye Hedged Equity Index ETF KSPY Stock Holding History

Sound Financial Strategies Group’s Portfolio KSPY Stock Details KSPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.04M Hold
110,977
– – 2.08% 17
2025
Q4 		$3.05M Buy
110,977
+21,484
+24% +$615K 2.15% 10
2025
Q3 		$2.54M Buy
+89,493
New +$2.45M 1.85% 13

Other funds holding KSPY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BCWM
Ball & Co Wealth Management Franklin, Tennessee $120M AUM 21.28% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Sound Financial Strategies Group's KSPY Position: Q1 2026 in Review

Sound Financial Strategies Group held its KraneShares Hedgeye Hedged Equity Index ETF (KSPY) position steady in Q1 2026 at 110,977 shares worth $3.04M. The position accounts for 2.08% of the portfolio, ranked #17.

Sound Financial Strategies Group first reported a position in KSPY in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.05M in Q4 2025. 22 funds tracked by Wall St. Rank hold KSPY as of Q1 2026.

  • Sound Financial Strategies Group held 110,977 shares of KraneShares Hedgeye Hedged Equity Index ETF worth $3.04M as of Q1 2026.
  • Sound Financial Strategies Group left its KraneShares Hedgeye Hedged Equity Index ETF share count unchanged in Q1 2026.
  • KraneShares Hedgeye Hedged Equity Index ETF made up 2.08% of Sound Financial Strategies Group's portfolio in Q1 2026, its #17 holding.
  • Sound Financial Strategies Group first reported a position in KraneShares Hedgeye Hedged Equity Index ETF in Q3 2025 and has held it in 3 quarters since.
  • Sound Financial Strategies Group's KraneShares Hedgeye Hedged Equity Index ETF position peaked at $3.05M in Q4 2025.
  • 22 funds tracked by Wall St. Rank held KraneShares Hedgeye Hedged Equity Index ETF as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.