CAPTRUST Financial Advisors
KNO

CAPTRUST Financial Advisors’s AXS Knowledge Leaders ETF KNO Stock Holding History

CAPTRUST Financial 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
Q1 		– Sell
-9,598
Closed -$415K – 2468
2024
Q4 		$415K Sell
9,598
-6,280
-40% -$286K ﹤0.01% 1704
2024
Q3 		$768K Buy
+15,878
New +$731K ﹤0.01% 1340

Other funds holding KNO

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CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BOM
Bank of Marin Novato, California $143M AUM 26.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors's KNO Position: Q1 2025 in Review

CAPTRUST Financial Advisors sold out of AXS Knowledge Leaders ETF (KNO) in Q1 2025, closing a stake of 9,598 shares — an estimated $415K sold.

CAPTRUST Financial Advisors first reported a position in KNO in Q3 2024 and held it in 2 quarters. The position peaked at $768K in Q3 2024. 14 funds tracked by Wall St. Rank hold KNO as of Q1 2025.

  • CAPTRUST Financial Advisors reported no remaining AXS Knowledge Leaders ETF position as of Q1 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 9,598 AXS Knowledge Leaders ETF shares in Q1 2025, an estimated $415K.
  • CAPTRUST Financial Advisors first reported a position in AXS Knowledge Leaders ETF in Q3 2024 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's AXS Knowledge Leaders ETF position peaked at $768K in Q3 2024.
  • 14 funds tracked by Wall St. Rank held AXS Knowledge Leaders ETF as of Q1 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.