Tradition Wealth Management’s KraneShares Electric Vehicles and Future Mobility Index ETF KARS Stock Holding History

Tradition Wealth Management’s Portfolio KARS Stock Details KARS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-283	Closed	-$7K	–	814
2023 Q4	$7K	Buy	283 +2	+0.7%	+$50	﹤0.01%	1068
2023 Q3	$8K	Hold	281	–	–	﹤0.01%	1063
2023 Q2	$9K	Hold	281	–	–	﹤0.01%	1066
2023 Q1	$9K	Buy	281 +3	+1%	+$93	﹤0.01%	1025
2022 Q4	$8K	Hold	278	–	–	﹤0.01%	948
2022 Q3	$8K	Hold	278	–	–	﹤0.01%	973
2022 Q2	$10K	Hold	278	–	–	﹤0.01%	823
2022 Q1	$11K	Buy	278 +18	+7%	+$740	﹤0.01%	878
2021 Q4	$12K	Hold	260	–	–	﹤0.01%	868
2021 Q3	$12K	Hold	260	–	–	﹤0.01%	867
2021 Q2	$12K	Hold	260	–	–	﹤0.01%	896
2021 Q1	$11K	Hold	260	–	–	﹤0.01%	779
2020 Q4	$10K	Buy	+260	New	+$9.05K	﹤0.01%	740

Other funds holding KARS

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Tradition Wealth Management's KARS Position: Q1 2024 in Review

Tradition Wealth Management sold out of KraneShares Electric Vehicles and Future Mobility Index ETF (KARS) in Q1 2024, closing a stake of 283 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in KARS in Q4 2020 and held it in 13 quarters. The position peaked at $12K in Q4 2021. 45 funds tracked by Wall St. Rank hold KARS as of Q1 2024.

Tradition Wealth Management reported no remaining KraneShares Electric Vehicles and Future Mobility Index ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 283 KraneShares Electric Vehicles and Future Mobility Index ETF shares in Q1 2024, an estimated $7K.
Tradition Wealth Management first reported a position in KraneShares Electric Vehicles and Future Mobility Index ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's KraneShares Electric Vehicles and Future Mobility Index ETF position peaked at $12K in Q4 2021.
45 funds tracked by Wall St. Rank held KraneShares Electric Vehicles and Future Mobility Index ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.