JFS Wealth Advisors’s Kinetik KNTK Stock Holding History

JFS Wealth Advisors’s Portfolio KNTK Stock Details KNTK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.69K	Buy	35 +22	+169%	+$1.05K	﹤0.01%	1654
2026 Q1	$630	Sell	13 -9	-41%	-$383	﹤0.01%	1743
2025 Q4	$794	Buy	22 +1	+5%	+$36	﹤0.01%	1741
2025 Q3	$898	Sell	21 -3	-13%	-$127	﹤0.01%	1654
2025 Q2	$1.06K	Sell	24 -3	-11%	-$132	﹤0.01%	1557
2025 Q1	$1.4K	Sell	27 -7	-21%	-$410	﹤0.01%	1581
2024 Q4	$1.93K	Buy	34 +10	+42%	+$541	﹤0.01%	1490
2024 Q3	$1.09K	Buy	24 +4	+20%	+$173	﹤0.01%	1677
2024 Q2	$829	Buy	20 +9	+82%	+$357	﹤0.01%	1710
2024 Q1	$439	Hold	11	–	–	﹤0.01%	1808
2023 Q4	$368	Buy	11 +3	+38%	+$105	﹤0.01%	1841
2023 Q3	$270	Buy	+8	New	+$281	﹤0.01%	1826
2023 Q1	–	Sell	-2	Closed	-$66	–	1978
2022 Q4	$66	Sell	2 -2	-50%	-$68	﹤0.01%	1906
2022 Q3	$0	Sell	4 -2	-33%	-$74	﹤0.01%	1830
2022 Q2	$0	Buy	+6	New	+$222	﹤0.01%	1845

Other funds holding KNTK

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

SL Advisors Westfield, New Jersey $57.2M AUM 12.92% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return