Certified Advisory Corp’s Direxion All Cap Insider Sentiment Shares KNOW Stock Holding History

Certified Advisory Corp’s Portfolio KNOW Stock Details KNOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$285K	Buy	8,661 +40	+0.5%	+$1.26K	0.09%	160
2020 Q1	$245K	Buy	8,621 +3	+0%	+$106	0.1%	154
2019 Q4	$340K	Buy	8,618 +64	+0.7%	+$2.47K	0.11%	156
2019 Q3	$327K	Sell	8,554 -1,035	-11%	-$39.8K	0.11%	150
2019 Q2	$374K	Hold	9,589	–	–	0.14%	127
2019 Q1	$369K	Buy	9,589 +50	+0.5%	+$1.89K	0.16%	118
2018 Q4	$321K	Hold	9,539	–	–	0.17%	114
2018 Q3	$393K	Buy	9,539 +2,000	+27%	+$84.8K	0.18%	104
2018 Q2	$312K	Hold	7,539	–	–	0.17%	111
2018 Q1	$307K	Hold	7,539	–	–	0.18%	112
2017 Q4	$312K	Buy	+7,539	New	+$316K	0.22%	86

Other funds holding KNOW

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

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

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Certified Advisory Corp's KNOW Position: Q2 2020 in Review

Certified Advisory Corp increased its Direxion All Cap Insider Sentiment Shares (KNOW) stake by 0.46% in Q2 2020, buying an estimated $1.26K and bringing the position to 8,661 shares worth $285K. The position accounts for 0.09% of the portfolio, ranked #160.

Certified Advisory Corp first reported a position in KNOW in Q4 2017 and has held it in 11 quarters since. The position peaked at $393K in Q3 2018. 28 funds tracked by Wall St. Rank hold KNOW as of Q2 2020.

Certified Advisory Corp held 8,661 shares of Direxion All Cap Insider Sentiment Shares worth $285K as of Q2 2020.
Certified Advisory Corp bought 40 Direxion All Cap Insider Sentiment Shares shares in Q2 2020, an estimated $1.26K.
Direxion All Cap Insider Sentiment Shares made up 0.09% of Certified Advisory Corp's portfolio in Q2 2020, its #160 holding.
Certified Advisory Corp first reported a position in Direxion All Cap Insider Sentiment Shares in Q4 2017 and has held it in 11 quarters since.
Certified Advisory Corp's Direxion All Cap Insider Sentiment Shares position peaked at $393K in Q3 2018.
28 funds tracked by Wall St. Rank held Direxion All Cap Insider Sentiment Shares as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.