Kraft, Davis & Associates, LLC EVMO β€” MORGAN STANLEY ETF TRUST

Ownership history in Kraft, Davis & Associates, LLC  Β·  3 quarters on record

AI Ownership Summary

Kraft, Davis & Associates, LLC reported MORGAN STANLEY ETF TRUST (EVMO) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 2.24% in 2025 Q3. The latest visible filing shows EVMO at 1.91% 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 EVMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kraft, Davis & Associates, LLC's position in MORGAN STANLEY ETF 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

EVMO was reported at 1.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.24% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 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 Kraft, Davis & Associates, LLC held EVMO β€” position size vs. price
% of Fund (quarterly)    EVMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 178,309 -2,219 -1.2% 1.91% $9.0M 2026-05-01 $50.36
2025 Q4 REDUCED β€” β€” β€” 180,528 -1,518 -0.8% 2.06% $9.2M 2026-01-14 $49.95
2025 Q3 INITIATED β€” β€” β€” 182,046 β€” β€” 2.24% $9.2M 2025-11-05 $49.38

FAQ About Kraft, Davis & Associates, LLC and EVMO

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

How long has Kraft, Davis & Associates, LLC reported owning EVMO?

Kraft, Davis & Associates, LLC reported EVMO across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported EVMO position in Kraft, Davis & Associates, LLC's portfolio?

The largest reported portfolio weight for EVMO was 2.24% in 2025 Q3.

What is the latest reported EVMO position on this page?

The most recent filing on this page is 2026 Q1, when Kraft, Davis & Associates, LLC reported 178,309 shares, equal to 1.91% of portfolio, with an estimated market value of $9.0M.

What does the chart on this EVMO ownership page compare?

The chart compares Kraft, Davis & Associates, LLC's quarterly EVMO 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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