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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-340,988
Closed -$15.1M 144
2025
Q1
$15.1M Buy
340,988
+7,408
+2% +$329K 2.34% 13
2024
Q4
$14.4M Buy
333,580
+39,904
+14% +$1.73M 2.23% 14
2024
Q3
$14.2M Buy
+293,676
New +$14.2M 2.15% 14