Accurate Wealth Management, LLC - KRANESHARES TR ownership

KRANESHARES TR's ticker is IVOL and the CUSIP is 500767736. A total of 134 filers reported holding KRANESHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.4%.

Quarter-by-quarter ownership
Accurate Wealth Management, LLC ownership history of KRANESHARES TR
ValueSharesWeighting
Q4 2022$108,584
-79.2%
4,811
-74.9%
0.04%
-81.7%
Q3 2022$523,000
+4.8%
19,193
-0.8%
0.22%
-19.6%
Q2 2022$499,000
-16.4%
19,349
-17.0%
0.27%
+1.5%
Q1 2022$597,00023,3160.27%
Other shareholders
KRANESHARES TR shareholders Q1 2023
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