KIG
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Kowal Investment Group’s Northern Trust STOXX Global Broad Infrastructure ETF NFRA Stock Holding History

Kowal Investment Group’s Portfolio NFRA Stock Details NFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,018
Closed -$209K – 167
2023
Q1 		$209K Buy
+4,018
New +$207K 0.06% 150

Other funds holding NFRA

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
UBG
United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 1-Year Est. Return

Kowal Investment Group's NFRA Position: Q2 2023 in Review

Kowal Investment Group sold out of Northern Trust STOXX Global Broad Infrastructure ETF (NFRA) in Q2 2023, closing a stake of 4,018 shares — an estimated $209K sold.

Kowal Investment Group first reported a position in NFRA in Q1 2023 and held it in 1 quarter. The position peaked at $209K in Q1 2023. 111 funds tracked by Wall St. Rank hold NFRA as of Q2 2023.

  • Kowal Investment Group reported no remaining Northern Trust STOXX Global Broad Infrastructure ETF position as of Q2 2023 after selling out during the quarter.
  • Kowal Investment Group sold 4,018 Northern Trust STOXX Global Broad Infrastructure ETF shares in Q2 2023, an estimated $209K.
  • Kowal Investment Group first reported a position in Northern Trust STOXX Global Broad Infrastructure ETF in Q1 2023 and held it in 1 quarter.
  • Kowal Investment Group's Northern Trust STOXX Global Broad Infrastructure ETF position peaked at $209K in Q1 2023.
  • 111 funds tracked by Wall St. Rank held Northern Trust STOXX Global Broad Infrastructure ETF as of Q2 2023.

Based on Kowal Investment Group's 13F filing for Q2 2023, filed 18 Jul 2023.