Milestone Advisory Partners’s Invesco Next Gen Connectivity ETF KNCT Stock Holding History

Milestone Advisory Partners’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
2023 Q3	$248K	Hold	3,251	–	–	0.21%	60
2023 Q2	$259K	Hold	3,251	–	–	0.23%	55
2023 Q1	$250K	Sell	3,251 -7,436	-70%	-$542K	0.23%	58
2022 Q4	$754K	Hold	10,687	–	–	0.56%	27
2022 Q3	$749K	Hold	10,687	–	–	0.56%	32
2022 Q2	$768K	Hold	10,687	–	–	0.62%	30
2022 Q1	$980K	Sell	10,687 -678	-6%	-$60.6K	0.53%	38
2021 Q4	$1.16M	Sell	11,365 -2,438	-18%	-$241K	0.59%	33
2021 Q3	$1.26M	Hold	13,803	–	–	0.74%	31
2021 Q2	$1.25M	Sell	13,803 -41,269	-75%	-$3.57M	0.66%	33
2021 Q1	$4.54M	Sell	55,072 -14,270	-21%	-$1.23M	2.43%	16
2020 Q4	$5.86M	Buy	69,342 +1,645	+2%	+$123K	3.34%	10
2020 Q3	$4.63M	Buy	67,697 +640	+1%	+$44.4K	2.88%	11
2020 Q2	$4.41M	Buy	+67,057	New	+$4.01M	2.59%	13

Other funds holding KNCT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Milestone Advisory Partners's KNCT Position: Q3 2023 in Review

Milestone Advisory Partners held its Invesco Next Gen Connectivity ETF (KNCT) position steady in Q3 2023 at 3,251 shares worth $248K. The position accounts for 0.21% of the portfolio, ranked #60.

Milestone Advisory Partners first reported a position in KNCT in Q2 2020 and has held it in 14 quarters since. The position peaked at $5.86M in Q4 2020. 16 funds tracked by Wall St. Rank hold KNCT as of Q3 2023.

Milestone Advisory Partners held 3,251 shares of Invesco Next Gen Connectivity ETF worth $248K as of Q3 2023.
Milestone Advisory Partners left its Invesco Next Gen Connectivity ETF share count unchanged in Q3 2023.
Invesco Next Gen Connectivity ETF made up 0.21% of Milestone Advisory Partners's portfolio in Q3 2023, its #60 holding.
Milestone Advisory Partners first reported a position in Invesco Next Gen Connectivity ETF in Q2 2020 and has held it in 14 quarters since.
Milestone Advisory Partners's Invesco Next Gen Connectivity ETF position peaked at $5.86M in Q4 2020.
16 funds tracked by Wall St. Rank held Invesco Next Gen Connectivity ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.