Toth Financial Advisory’s KraneShares China Internet and Covered Call Strategy ETF KLIP Stock Holding History

Toth Financial Advisory’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 Q4	–	Sell	-33	Closed	-$1.23K	–	733
2024 Q3	$1.23K	Hold	33	–	–	﹤0.01%	655
2024 Q2	$1.29K	Hold	33	–	–	﹤0.01%	671
2024 Q1	$1.46K	Buy	+33	New	+$1.49K	﹤0.01%	650

Other funds holding KLIP

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

ASN

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CMS

Capital Market Strategies Palm Beach Gardens, Florida $144M AUM 23.32% 1-Year Est. Return

OMC

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

NWM

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

Toth Financial Advisory's KLIP Position: Q4 2024 in Review

Toth Financial Advisory sold out of KraneShares China Internet and Covered Call Strategy ETF (KLIP) in Q4 2024, closing a stake of 33 shares — an estimated $1.23K sold.

Toth Financial Advisory first reported a position in KLIP in Q1 2024 and held it in 3 quarters. The position peaked at $1.46K in Q1 2024. 21 funds tracked by Wall St. Rank hold KLIP as of Q4 2024.

Toth Financial Advisory reported no remaining KraneShares China Internet and Covered Call Strategy ETF position as of Q4 2024 after selling out during the quarter.
Toth Financial Advisory sold 33 KraneShares China Internet and Covered Call Strategy ETF shares in Q4 2024, an estimated $1.23K.
Toth Financial Advisory first reported a position in KraneShares China Internet and Covered Call Strategy ETF in Q1 2024 and held it in 3 quarters.
Toth Financial Advisory's KraneShares China Internet and Covered Call Strategy ETF position peaked at $1.46K in Q1 2024.
21 funds tracked by Wall St. Rank held KraneShares China Internet and Covered Call Strategy ETF as of Q4 2024.

Based on Toth Financial Advisory's 13F filing for Q4 2024, filed 21 Jan 2025.