Klaviyo, Inc. Previous ETF Holding It
Klaviyo, Inc. (KVYO). 14 retained portfolio positions. Missing dates and values remain unreported.
- BALQ: Fund iShares Nasdaq Premium Income Active ETF; Added / first observed 2025-12-31.
- BKWO: Fund BNY Mellon Women's Opportunities ETF; Added / first observed 2024-11-29.
- EES: Fund WisdomTree U.S. SmallCap Fund; Added / first observed 2024-12-31.
- FAD: Fund First Trust Multi Cap Growth AlphaDEX Fund; Added / first observed 2024-10-31.
Previous ETF Holding It
14 retained portfolio positions. Missing dates and values remain unreported.
| ETF | Fund | Added / first observed | Removed / first absent |
|---|---|---|---|
| BALQ | iShares Nasdaq Premium Income Active ETF | 2025-12-31 | |
| BKWO | BNY Mellon Women's Opportunities ETF | 2024-11-29 | |
| EES | WisdomTree U.S. SmallCap Fund | 2024-12-31 | |
| FAD | First Trust Multi Cap Growth AlphaDEX Fund | 2024-10-31 | |
| FFTY | Innovator IBD(R) 50 ETF | 2024-10-31 | |
| FPX | First Trust US Equity Opportunities ETF | 2023-09-29 | |
| FTLS | First Trust Long/Short Equity ETF | 2024-04-30 | |
| FYC | First Trust Small Cap Growth AlphaDEX Fund | 2024-10-31 | |
| FYX | First Trust Small Cap Core AlphaDEX Fund | 2024-10-31 | |
| GTEK | Goldman Sachs Future Tech Leaders Equity ETF | 2023-11-30 | |
| NXTI | Simplify Next Intangible Core Index ETF | 2024-09-30 | |
| RFLR | Innovator U.S. Small Cap Managed Floor ETF | 2025-01-31 | |
| TRFM | AAM Transformers ETF | 2024-01-31 | |
| WUGI | AXS Esoterica NextG Economy ETF | 2024-12-31 |