IVOL — KRANESHARES TR

Ownership history in Opes Wealth Management LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which Opes Wealth Management LLC reported a position in KRANESHARES TR (IVOL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.66% (2023 Q3)
Avg. % of fund
0.57%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 169,483 +4,547 +2.8% 0.53% $3.2M $19.04
2025 Q3 ADDED 164,936 +3,711 +2.3% 0.55% $3.2M $18.99
2025 Q2 REDUCED 161,225 -8,765 -5.2% 0.56% $3.2M $19.09
2025 Q1 ADDED 169,990 +16,082 +10.4% 0.64% $3.2M $18.07
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVOL price (monthly, adj. close)

Other funds also holding IVOL

As of 2025 Q4 — sorted by position size

ONE PLUS ONE WEALTH MANAGEMENT, LLC 3Y 4.33% Adams Wealth Management 3Y 1.71% CacheTech Inc. 1.57% Ballew Advisors, Inc 3Y 7Y 1.52% FOURPATH CAPITAL MANAGEMENT, LLC 3Y 1.49% Financial Enhancement Group LLC 3Y 7Y 1.2% Parkside Investments, LLC 3Y 7Y 0.94% Avos Capital Management, LLC 0.67% Pekin Hardy Strauss, Inc. 3Y 7Y 0.36% Regal Investment Advisors LLC 3Y 7Y 0.28%
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