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	+$9.9K	﹤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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 26.69% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Calton & Associates Tampa, Florida $683M AUM 28.95% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 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.