Sound Financial Strategies Group, LLC KSPY — KRANESHARES TRUST

Ownership history in Sound Financial Strategies Group, LLC  ·  4 quarters on record

AI Ownership Summary

Sound Financial Strategies Group, LLC reported KRANESHARES TRUST (KSPY) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 2.15% in 2025 Q4. The latest visible filing shows KSPY at 2.06% 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 KSPY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sound Financial Strategies Group, LLC's position in KRANESHARES 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 Q2

KSPY was reported at 2.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.15% 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 Q3 to 2026 Q2

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.

KSPY stock page Sound Financial Strategies Group, LLC fund profile Sound Financial Strategies Group, LLC full holdings
How Sound Financial Strategies Group, LLC held KSPY — position size vs. price
% of Fund (quarterly)    KSPY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 110,977 — 0% 2.06% $3.3M 2026-08-10 $29.91
2026 Q1 UNCHANGED — — — 110,977 — 0% 2.08% $3.0M 2026-05-08 $28.61
2025 Q4 ADDED — — — 110,977 +21,484 +24.0% 2.15% $3.0M 2026-02-03 $27.95
2025 Q3 INITIATED — — — 89,493 — — 1.85% $2.5M 2025-10-23 $26.97

🏢 Other funds also holding KSPY

As of 2026 Q2 — sorted by position size

Ball & Co Wealth Management Inc. 7.77% Brookwood Investment Group LLC 0.76% Reyes Financial Architecture, Inc. 0.31% Private Advisor Group, LLC 3Y 7Y 0.11% Stratos Wealth Advisors, LLC 3Y 7Y 0.07% Centric Wealth Management 3Y 7Y 0.05% PRIVATE TRUST CO NA 3Y 7Y 0.04% Realta Investment Advisors 3Y 7Y 0.02% Belpointe Asset Management LLC 3Y 7Y 0.01% Summit Financial, LLC 3Y 7Y 0.01%

FAQ About Sound Financial Strategies Group, LLC and KSPY

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

How long has Sound Financial Strategies Group, LLC reported owning KSPY?

Sound Financial Strategies Group, LLC reported KSPY across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported KSPY position in Sound Financial Strategies Group, LLC's portfolio?

The largest reported portfolio weight for KSPY was 2.15% in 2025 Q4.

What is the latest reported KSPY position on this page?

The most recent filing on this page is 2026 Q2, when Sound Financial Strategies Group, LLC reported 110,977 shares, equal to 2.06% of portfolio, with an estimated market value of $3.3M.

What does the chart on this KSPY ownership page compare?

The chart compares Sound Financial Strategies Group, LLC's quarterly KSPY 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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