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IBEX Wealth Advisors’s Invesco Next Gen Connectivity ETF KNCT Stock Holding History

IBEX Wealth 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
2021
Q4 		– Sell
-1,188
Closed -$109K – 318
2021
Q3 		$109K Buy
+1,188
New +$111K 0.02% 224
2019
Q3 		– Sell
-1,431
Closed -$83K – 244
2019
Q2 		$83K Buy
+1,431
New +$84.6K 0.02% 178
2017
Q1 		– Sell
-2,161
Closed -$89K – 238
2016
Q4 		$89K Buy
+2,161
New +$86.4K 0.04% 145

Other funds holding KNCT

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IBEX Wealth Advisors's KNCT Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Invesco Next Gen Connectivity ETF (KNCT) in Q4 2021, closing a stake of 1,188 shares — an estimated $109K sold.

IBEX Wealth Advisors first reported a position in KNCT in Q4 2016 and held it in 3 quarters. The position peaked at $109K in Q3 2021. 22 funds tracked by Wall St. Rank hold KNCT as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Invesco Next Gen Connectivity ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,188 Invesco Next Gen Connectivity ETF shares in Q4 2021, an estimated $109K.
  • IBEX Wealth Advisors first reported a position in Invesco Next Gen Connectivity ETF in Q4 2016 and held it in 3 quarters.
  • IBEX Wealth Advisors's Invesco Next Gen Connectivity ETF position peaked at $109K in Q3 2021.
  • 22 funds tracked by Wall St. Rank held Invesco Next Gen Connectivity ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.