KLIP β€” KRANESHARES TR

Ownership history in Prosperity Wealth Management, Inc.  Β·  2 quarters on record

AI Ownership Summary

Prosperity Wealth Management, Inc. reported KRANESHARES TR (KLIP) in 2 quarterly 13F filings from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.08% in 2025 Q4. The latest visible filing shows KLIP at 0.08% 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 KLIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prosperity Wealth Management, Inc.'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
2025 Q4

KLIP was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q4

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

Time in book
Holding Window
2025 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 Prosperity Wealth Management, Inc. held KLIP β€” position size vs. price
% of Fund (quarterly)    KLIP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 8,348 -19,653 -70.2% 0.08% $250K 2026-02-14 (Est.) $28.93
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Prosperity Wealth Management, Inc. and KLIP

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

How long has Prosperity Wealth Management, Inc. reported owning KLIP?

Prosperity Wealth Management, Inc. reported KLIP across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported KLIP position in Prosperity Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for KLIP was 0.08% in 2025 Q4.

What is the latest reported KLIP position on this page?

The most recent filing on this page is 2025 Q4, when Prosperity Wealth Management, Inc. reported 8,348 shares, equal to 0.08% of portfolio, with an estimated market value of $250K.

What does the chart on this KLIP ownership page compare?

The chart compares Prosperity Wealth Management, Inc.'s quarterly KLIP 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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