Next Financial Group’s Invesco Next Gen Connectivity ETF KNCT Stock Holding History

Next Financial Group’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	-2,419	Closed	-$147K	–	2266
2019 Q4	$147K	Buy	2,419 +1,175	+94%	+$68.7K	0.02%	803
2019 Q3	$70K	Hold	1,244	–	–	0.01%	1029
2019 Q2	$73K	Buy	+1,244	New	+$73.6K	0.01%	1032
2019 Q1	–	Sell	-656	Closed	-$32K	–	1894
2018 Q4	$32K	Buy	+656	New	+$33.8K	0.01%	946

Other funds holding KNCT

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Next Financial Group's KNCT Position: Q1 2020 in Review

Next Financial Group sold out of Invesco Next Gen Connectivity ETF (KNCT) in Q1 2020, closing a stake of 2,419 shares — an estimated $147K sold.

Next Financial Group first reported a position in KNCT in Q4 2018 and held it in 4 quarters. The position peaked at $147K in Q4 2019. 21 funds tracked by Wall St. Rank hold KNCT as of Q1 2020.

Next Financial Group reported no remaining Invesco Next Gen Connectivity ETF position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 2,419 Invesco Next Gen Connectivity ETF shares in Q1 2020, an estimated $147K.
Next Financial Group first reported a position in Invesco Next Gen Connectivity ETF in Q4 2018 and held it in 4 quarters.
Next Financial Group's Invesco Next Gen Connectivity ETF position peaked at $147K in Q4 2019.
21 funds tracked by Wall St. Rank held Invesco Next Gen Connectivity ETF as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.