Financial Enhancement Group LLC IVOL — KRANESHARES TR

Ownership history in Financial Enhancement Group LLC  ·  19 quarters on record

AI Ownership Summary

Financial Enhancement Group LLC reported KRANESHARES TR (IVOL) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.56% in 2026 Q1. The latest visible filing shows IVOL at 1.56% 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 IVOL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Enhancement Group LLC's position in KRANESHARES TR, 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

IVOL was reported at 1.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.56% 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
2024 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.

IVOL stock page Financial Enhancement Group LLC fund profile Financial Enhancement Group LLC full holdings
How Financial Enhancement Group LLC held IVOL — position size vs. price
% of Fund (quarterly)    IVOL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 676,284 +187,753 +38.4% 1.56% $12.6M 2026-04-20 $18.51
2025 Q4 ADDED — — — 488,531 +15,360 +3.2% 1.20% $9.2M 2026-01-23 $18.58
2025 Q3 ADDED — — — 473,171 +219,548 +86.6% 1.23% $9.2M 2025-10-09 $18.97
2024 Q3 REDUCED 40.6% -7.1% ✅ 253,623 -173,300 -40.6% 1.15% $5.9M 2024-10-31 $17.35
2024 Q1 ADDED — — — 426,923 +162,851 +61.7% 1.30% $7.9M 2024-04-15 $17.37
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IVOL

As of 2026 Q1 — sorted by position size

ONE PLUS ONE WEALTH MANAGEMENT, LLC 3Y 6.82% Ballew Advisors, Inc 3Y 7Y 1.54% BCS Private Wealth Management, Inc. 1.03% Parkside Investments, LLC 3Y 7Y 0.92% Opes Wealth Management LLC 3Y 7Y 0.52% Faithward Advisors, LLC 3Y 0.08% Ascentis Independent Advisors 3Y 0.05% Magnus Financial Group LLC 3Y 7Y 0.03% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.01% Wealth Enhancement Trust Services, Inc. 0.01%

FAQ About Financial Enhancement Group LLC and IVOL

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

How long has Financial Enhancement Group LLC reported owning IVOL?

Financial Enhancement Group LLC reported IVOL across 5 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IVOL position in Financial Enhancement Group LLC's portfolio?

The largest reported portfolio weight for IVOL was 1.56% in 2026 Q1.

What is the latest reported IVOL position on this page?

The most recent filing on this page is 2026 Q1, when Financial Enhancement Group LLC reported 676,284 shares, equal to 1.56% of portfolio, with an estimated market value of $12.6M.

What does the chart on this IVOL ownership page compare?

The chart compares Financial Enhancement Group LLC's quarterly IVOL 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 Financial Enhancement Group LLC time their IVOL position?

Based on 13F filing dates vs. subsequent IVOL price moves, Financial Enhancement Group LLC correctly timed 10 out of 18 reported position changes (56%). The annualised alpha on IVOL relative to SPY over the holding period was -17.5%.

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