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Institute for Wealth Management’s Invesco Next Gen Connectivity ETF KNCT Stock Holding History

Institute for Wealth Management’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
2020
Q1 		– Sell
-700
Closed -$43K – 562
2019
Q4 		$43K Buy
+700
New +$41K 0.01% 519

Other funds holding KNCT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Institute for Wealth Management's KNCT Position: Q1 2020 in Review

Institute for Wealth Management sold out of Invesco Next Gen Connectivity ETF (KNCT) in Q1 2020, closing a stake of 700 shares — an estimated $43K sold.

Institute for Wealth Management first reported a position in KNCT in Q4 2019 and held it in 1 quarter. The position peaked at $43K in Q4 2019. 21 funds tracked by Wall St. Rank hold KNCT as of Q1 2020.

  • Institute for Wealth Management reported no remaining Invesco Next Gen Connectivity ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 700 Invesco Next Gen Connectivity ETF shares in Q1 2020, an estimated $43K.
  • Institute for Wealth Management first reported a position in Invesco Next Gen Connectivity ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Invesco Next Gen Connectivity ETF position peaked at $43K in Q4 2019.
  • 21 funds tracked by Wall St. Rank held Invesco Next Gen Connectivity ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.