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Kraneshares Tr shares owned by Centric Wealth Management

Quarter-by-quarter ownership of Kraneshares Tr (KSPY) shares owned by Centric Wealth Management from 13F filings

Historical chart of Centric Wealth Management investment in Kraneshares Tr

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All positions including Kraneshares Tr held by Centric Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Kraneshares Tr by Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $326k 11k 28.83
2025-06-30 $305k 11k 27.29
2025-03-31 $283k 11k 25.35

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United Parcel Service CL B (UPS)
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Hartford Fds Exchange Traded Strategic Income (HFSI)
UnitedHealth (UNH)
Microsoft Corporation (MSFT)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Ishares Tr Ibonds Dec 2030 (IBDV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Advanced Micro Devices (AMD)

View all positions for Centric Wealth Management

Top funds holding Kraneshares Tr

Brookwood Investment Group
Cetera Investment Advisers
Envestnet Asset Management
CLG
Sound Financial Strategies Group
Susquehanna International
Old Mission Capital
Kestra Private Wealth Services
Centric Wealth Management
Stratos Wealth Advisors
Royal Bank of Canada
DHJJ Financial Advisors

View all funds holding Kraneshares Tr