Stegent Equity Advisors’s KraneShares China Internet and Covered Call Strategy ETF KLIP Stock Holding History

Stegent Equity 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
2024 Q3	–	Sell	-7,877	Closed	-$304K	–	90
2024 Q2	$304K	Sell	7,877 -496	-6%	-$21.4K	0.32%	61
2024 Q1	$365K	Buy	8,373 +2,881	+52%	+$130K	0.37%	57
2023 Q4	$268K	Buy	+5,492	New	+$278K	0.32%	57

Other funds holding KLIP

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

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

Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return

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

NWM

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

VVP

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Stegent Equity Advisors's KLIP Position: Q3 2024 in Review

Stegent Equity Advisors sold out of KraneShares China Internet and Covered Call Strategy ETF (KLIP) in Q3 2024, closing a stake of 7,877 shares — an estimated $304K sold.

Stegent Equity Advisors first reported a position in KLIP in Q4 2023 and held it in 3 quarters. The position peaked at $365K in Q1 2024. 22 funds tracked by Wall St. Rank hold KLIP as of Q3 2024.

Stegent Equity Advisors reported no remaining KraneShares China Internet and Covered Call Strategy ETF position as of Q3 2024 after selling out during the quarter.
Stegent Equity Advisors sold 7,877 KraneShares China Internet and Covered Call Strategy ETF shares in Q3 2024, an estimated $304K.
Stegent Equity Advisors first reported a position in KraneShares China Internet and Covered Call Strategy ETF in Q4 2023 and held it in 3 quarters.
Stegent Equity Advisors's KraneShares China Internet and Covered Call Strategy ETF position peaked at $365K in Q1 2024.
22 funds tracked by Wall St. Rank held KraneShares China Internet and Covered Call Strategy ETF as of Q3 2024.

Based on Stegent Equity Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.