Ball & Co Wealth Management Inc. KSPY β€” KRANESHARES TRUST

Ownership history in Ball & Co Wealth Management Inc.  Β·  1 quarter on record

AI Ownership Summary

Ball & Co Wealth Management Inc. reported KRANESHARES TRUST (KSPY) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 8.58% in 2026 Q1. The latest visible filing shows KSPY at 8.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KSPY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ball & Co Wealth Management Inc.'s position in KRANESHARES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

KSPY was reported at 8.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.58% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ball & Co Wealth Management Inc. held KSPY β€” position size vs. price
% of Fund (quarterly)    KSPY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 373,902 β€” β€” 8.58% $10K 2026-05-01 $28.35

FAQ About Ball & Co Wealth Management Inc. and KSPY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ball & Co Wealth Management Inc. reported owning KSPY?

Ball & Co Wealth Management Inc. reported KSPY across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported KSPY position in Ball & Co Wealth Management Inc.'s portfolio?

The largest reported portfolio weight for KSPY was 8.58% in 2026 Q1.

What is the latest reported KSPY position on this page?

The most recent filing on this page is 2026 Q1, when Ball & Co Wealth Management Inc. reported 373,902 shares, equal to 8.58% of portfolio, with an estimated market value of $10K.

What does the chart on this KSPY ownership page compare?

The chart compares Ball & Co Wealth Management Inc.'s quarterly KSPY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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