CPA
KNO

Capital Planning Advisors’s AXS Knowledge Leaders ETF KNO Stock Holding History

Capital Planning Advisors’s Portfolio KNO Stock Details KNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-340,988
Closed -$15.1M – 144
2025
Q1 		$15.1M Buy
340,988
+7,408
+2% +$333K 2.34% 13
2024
Q4 		$14.4M Buy
333,580
+39,904
+14% +$1.82M 2.23% 14
2024
Q3 		$14.2M Buy
+293,676
New +$13.5M 2.15% 14

Other funds holding KNO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Planning Advisors's KNO Position: Q2 2025 in Review

Capital Planning Advisors sold out of AXS Knowledge Leaders ETF (KNO) in Q2 2025, closing a stake of 340,988 shares — an estimated $15.1M sold.

Capital Planning Advisors first reported a position in KNO in Q3 2024 and held it in 3 quarters. The position peaked at $15.1M in Q1 2025. 14 funds tracked by Wall St. Rank hold KNO as of Q2 2025.

  • Capital Planning Advisors reported no remaining AXS Knowledge Leaders ETF position as of Q2 2025 after selling out during the quarter.
  • Capital Planning Advisors sold 340,988 AXS Knowledge Leaders ETF shares in Q2 2025, an estimated $15.1M.
  • Capital Planning Advisors first reported a position in AXS Knowledge Leaders ETF in Q3 2024 and held it in 3 quarters.
  • Capital Planning Advisors's AXS Knowledge Leaders ETF position peaked at $15.1M in Q1 2025.
  • 14 funds tracked by Wall St. Rank held AXS Knowledge Leaders ETF as of Q2 2025.

Based on Capital Planning Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.