Fermata Advisors, LLC - KRANESHARES TR ownership

KRANESHARES TR's ticker is KMLM and the CUSIP is 500767652. A total of 61 filers reported holding KRANESHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of KRANESHARES TR
ValueSharesWeighting
Q2 2024$998,370
+0.3%
34,238
+2.8%
0.23%
+2.2%
Q1 2024$995,158
-38.2%
33,294
-40.4%
0.22%
-41.7%
Q4 2023$1,609,159
+2.9%
55,835
+16.2%
0.38%
-12.9%
Q3 2023$1,564,479
+548.4%
48,037
+487.0%
0.44%
+202.1%
Q1 2023$241,279
-83.8%
8,184
-83.2%
0.15%
-66.9%
Q4 2022$1,489,446
-79.0%
48,754
-73.7%
0.44%
-80.9%
Q3 2022$7,106,000
+53.6%
185,247
+39.4%
2.31%
+43.4%
Q2 2022$4,627,000132,9101.61%
Other shareholders
KRANESHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
PALLADIEM, LLC 275,760$8,401,9388.64%
Stegent Equity Advisors, Inc. 80,761$2,460,6562.75%
R. W. Roge & Company, Inc. 76,115$2,3191.61%
First Heartland Consultants, Inc. 364,006$11,090,6441.44%
Global Assets Advisory, LLC 43,965$1,339,5501.22%
Triton Wealth Management, PLLC 32,644$1,006,7770.57%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 42,230$1,286,6760.51%
AlphaQ Advisors LLC 22,273$678,6200.50%
WFA of San Diego, LLC 15,584$474,8180.47%
Astor Investment Management LLC 43,261$1,318,0000.45%
View complete list of KRANESHARES TR shareholders