Ethos Financial Group, LLC KRBN Kraneshares Global Carbon STG ETF

Ownership history in Ethos Financial Group, LLC  ·  13 quarters on record

AI Ownership Summary

Ethos Financial Group, LLC reported Kraneshares Global Carbon STG ETF (KRBN) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.3% in 2023 Q4. The latest visible filing shows KRBN at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KRBN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ethos Financial Group, LLC's position in Kraneshares Global Carbon STG ETF, 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
2025 Q4

KRBN was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Ethos Financial Group, LLC held KRBN — position size vs. price
% of Fund (quarterly)    KRBN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 7,696 0% 0.02% $272K 2026-02-14 (Est.) $29.74
2025 Q3 REDUCED 72.9% +10.0% 7,696 -20,735 -72.9% 0.02% $249K 2025-10-23 $32.79
2025 Q2 REDUCED 18.9% +10.5% 28,431 -6,646 -18.9% 0.07% $843K 2025-08-06 $29.63
2025 Q1 UNCHANGED 35,077 0% 0.10% $1.0M 2025-05-13 $29.04
2024 Q4 REDUCED 12.4% -3.7% 35,077 -4,983 -12.4% 0.13% $1.0M 2025-02-06 $29.82
2024 Q3 REDUCED 40,060 -2,075 -4.9% 0.21% $1.3M 2024-11-07 $29.68
2024 Q2 REDUCED 12.7% -2.7% 42,135 -6,114 -12.7% 0.24% $1.4M 2024-08-12 $30.30
2024 Q1 ADDED 48,249 +9,251 +23.7% 0.28% $1.5M 2024-05-08 $30.76
2023 Q4 REDUCED 38,998 -140 -0.4% 0.30% $1.4M 2024-02-07 $28.39
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Ethos Financial Group, LLC and KRBN

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

How long has Ethos Financial Group, LLC reported owning KRBN?

Ethos Financial Group, LLC reported KRBN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported KRBN position in Ethos Financial Group, LLC's portfolio?

The largest reported portfolio weight for KRBN was 0.30% in 2023 Q4.

What is the latest reported KRBN position on this page?

The most recent filing on this page is 2025 Q4, when Ethos Financial Group, LLC reported 7,696 shares, equal to 0.02% of portfolio, with an estimated market value of $272K.

What does the chart on this KRBN ownership page compare?

The chart compares Ethos Financial Group, LLC's quarterly KRBN 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.

How well did Ethos Financial Group, LLC time their KRBN position?

Based on 13F filing dates vs. subsequent KRBN price moves, Ethos Financial Group, LLC correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on KRBN relative to SPY over the holding period was -19.4%.

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