Accurate Wealth Management, LLC - KRANESHARES TR ownership

KRANESHARES TR's ticker is IVOL and the CUSIP is 500767736. A total of 136 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 ↓
Guardian Financial Partners, LLC 365,422$7,520,38221.88%
TERRIL BROTHERS, INC. 697,864$14,362,0416.34%
Schiavi & Co LLC 728,306$14,988,5406.21%
SimpliFi, Inc. 331,669$6,825,7403.23%
SevenOneSeven Capital Management 64,977$1,344,3753.02%
Faithward Advisors, LLC 609,285$12,606,1092.91%
Delos Wealth Advisors, LLC 94,839$1,951,7872.49%
Straight Path Wealth Management 168,694$3,471,7122.38%
Financial Enhancement Group LLC 525,230$10,872,2672.01%
BBJS FINANCIAL ADVISORS, LLC 199,394$4,103,5391.64%
View complete list of KRANESHARES TR shareholders