Sugarloaf Wealth Management, LLC - KRANESHARES TR ownership

KRANESHARES TR's ticker is IVOL and the CUSIP is 500767736. A total of 219 filers reported holding KRANESHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of KRANESHARES TR
ValueSharesWeighting
Q3 2023$206
-100.0%
10
-100.0%
0.00%
-100.0%
Q2 2023$985,806
-49.2%
47,901
-43.9%
0.23%
-51.6%
Q1 2023$1,941,463
+858954.4%
85,451
+854410.0%
0.48%
Q4 2022$226100.00%
Q1 2022$000.00%
Q4 2021$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q3 2021$447,000
-18.7%
16,045
-25.7%
0.12%
-21.3%
Q2 2021$550,000
-89.5%
21,589
-88.2%
0.15%
-90.4%
Q1 2021$5,237,000
+30705.9%
183,090
+30415.0%
1.56%
+25966.7%
Q4 2020$17,0006000.01%
Other shareholders
KRANESHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
JSF Financial, LLC 934,962$25,824,00015.22%
Lake Point Wealth Management 1,072,510$29,623,00013.81%
Delos Wealth Advisors, LLC 327,831$9,055,00011.32%
TMD Wealth Management, LLC 785,624$21,699,0009.47%
ACT Advisors, LLC. 448,930$12,440,0009.44%
SimpliFi, Inc. 646,300$17,851,0008.08%
MOULTON WEALTH MANAGEMENT, INC 386,422$10,673,0007.79%
PEAK FINANCIAL ADVISORS LLC 327,516$9,046,0007.78%
Astor Investment Management LLC 1,302,974$35,988,0007.71%
Faithward Advisors, LLC 1,178,034$32,537,0006.45%
View complete list of KRANESHARES TR shareholders