Creative Planning
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Creative Planning’s Invesco Next Gen Connectivity ETF KNCT Stock Holding History

Creative Planning’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
2018
Q2 		– Sell
-15,000
Closed -$743K – 2122
2018
Q1 		$743K Buy
+15,000
New +$736K ﹤0.01% 884
2017
Q3 		– Sell
-224
Closed -$10K – 2860
2017
Q2 		$10K Buy
+224
New +$9.87K ﹤0.01% 3623
2015
Q4 		– Sell
-600
Closed -$20K – 4499
2015
Q3 		$20K Buy
+600
New +$21.2K ﹤0.01% 2721
2015
Q2 		– Sell
-600
Closed -$22K – 2109
2015
Q1 		$22K Buy
600
+593
+8,471% +$20.8K ﹤0.01% 2645
2014
Q4 		$0 Hold
7
– – ﹤0.01% 4258
2014
Q3 		$0 Hold
7
– – ﹤0.01% 4082
2014
Q2 		$0 Buy
+7
New +$223 ﹤0.01% 3875
2013
Q3 		– Sell
-200
Closed -$5K – 3284
2013
Q2 		$5K Buy
+200
New +$5.11K ﹤0.01% 2545

Other funds holding KNCT

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Creative Planning's KNCT Position: Q2 2018 in Review

Creative Planning sold out of Invesco Next Gen Connectivity ETF (KNCT) in Q2 2018, closing a stake of 15,000 shares — an estimated $743K sold.

Creative Planning first reported a position in KNCT in Q2 2013 and held it in 8 quarters. The position peaked at $743K in Q1 2018. 25 funds tracked by Wall St. Rank hold KNCT as of Q2 2018.

  • Creative Planning reported no remaining Invesco Next Gen Connectivity ETF position as of Q2 2018 after selling out during the quarter.
  • Creative Planning sold 15,000 Invesco Next Gen Connectivity ETF shares in Q2 2018, an estimated $743K.
  • Creative Planning first reported a position in Invesco Next Gen Connectivity ETF in Q2 2013 and held it in 8 quarters.
  • Creative Planning's Invesco Next Gen Connectivity ETF position peaked at $743K in Q1 2018.
  • 25 funds tracked by Wall St. Rank held Invesco Next Gen Connectivity ETF as of Q2 2018.

Based on Creative Planning's 13F filing for Q2 2018, filed 20 Jul 2018.