Atlas Private Wealth Advisors’s Invesco Next Gen Connectivity ETF KNCT Stock Holding History

Atlas Private Wealth Advisors’s Portfolio KNCT Stock Details KNCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,556	Closed	-$228K	–	144
2023 Q4	$228K	Sell	2,556 -794	-24%	-$64.8K	0.04%	146
2023 Q3	$256K	Buy	3,350 +210	+7%	+$16.6K	0.05%	154
2023 Q2	$250K	Buy	+3,140	New	+$235K	0.05%	158

Other funds holding KNCT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Atlas Private Wealth Advisors's KNCT Position: Q1 2024 in Review

Atlas Private Wealth Advisors sold out of Invesco Next Gen Connectivity ETF (KNCT) in Q1 2024, closing a stake of 2,556 shares — an estimated $228K sold.

Atlas Private Wealth Advisors first reported a position in KNCT in Q2 2023 and held it in 3 quarters. The position peaked at $256K in Q3 2023. 14 funds tracked by Wall St. Rank hold KNCT as of Q1 2024.

Atlas Private Wealth Advisors reported no remaining Invesco Next Gen Connectivity ETF position as of Q1 2024 after selling out during the quarter.
Atlas Private Wealth Advisors sold 2,556 Invesco Next Gen Connectivity ETF shares in Q1 2024, an estimated $228K.
Atlas Private Wealth Advisors first reported a position in Invesco Next Gen Connectivity ETF in Q2 2023 and held it in 3 quarters.
Atlas Private Wealth Advisors's Invesco Next Gen Connectivity ETF position peaked at $256K in Q3 2023.
14 funds tracked by Wall St. Rank held Invesco Next Gen Connectivity ETF as of Q1 2024.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2024, filed 6 May 2024.