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McKinley Carter Wealth Services’s Invesco Next Gen Connectivity ETF KNCT Stock Holding History

McKinley Carter Wealth Services’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
-781
Closed -$39K – 278
2018
Q1 		$39K Buy
+781
New +$38.3K 0.01% 283

Other funds holding KNCT

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

McKinley Carter Wealth Services's KNCT Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Invesco Next Gen Connectivity ETF (KNCT) in Q2 2018, closing a stake of 781 shares — an estimated $39K sold.

McKinley Carter Wealth Services first reported a position in KNCT in Q1 2018 and held it in 1 quarter. The position peaked at $39K in Q1 2018. 25 funds tracked by Wall St. Rank hold KNCT as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Invesco Next Gen Connectivity ETF position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 781 Invesco Next Gen Connectivity ETF shares in Q2 2018, an estimated $39K.
  • McKinley Carter Wealth Services first reported a position in Invesco Next Gen Connectivity ETF in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Invesco Next Gen Connectivity ETF position peaked at $39K in Q1 2018.
  • 25 funds tracked by Wall St. Rank held Invesco Next Gen Connectivity ETF as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.