CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Invesco Next Gen Connectivity ETF KNCT Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-750
Closed -$54K – 3109
2022
Q2 		$54K Hold
750
– – ﹤0.01% 2688
2022
Q1 		$69K Hold
750
– – ﹤0.01% 2551
2021
Q4 		$77K Hold
750
– – ﹤0.01% 2352
2021
Q3 		$69K Buy
+750
New +$70.2K ﹤0.01% 2359

Other funds holding KNCT

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAPTRUST Financial Advisors's KNCT Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Invesco Next Gen Connectivity ETF (KNCT) in Q3 2022, closing a stake of 750 shares — an estimated $54K sold.

CAPTRUST Financial Advisors first reported a position in KNCT in Q3 2021 and held it in 4 quarters. The position peaked at $77K in Q4 2021. 16 funds tracked by Wall St. Rank hold KNCT as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Invesco Next Gen Connectivity ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 750 Invesco Next Gen Connectivity ETF shares in Q3 2022, an estimated $54K.
  • CAPTRUST Financial Advisors first reported a position in Invesco Next Gen Connectivity ETF in Q3 2021 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's Invesco Next Gen Connectivity ETF position peaked at $77K in Q4 2021.
  • 16 funds tracked by Wall St. Rank held Invesco Next Gen Connectivity ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.