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Planned Solutions’s Invesco Next Gen Connectivity ETF KNCT Stock Holding History

Planned Solutions’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
2021
Q1 		– Sell
-1,061
Closed -$90K – 252
2020
Q4 		$90K Hold
1,061
– – 0.07% 113
2020
Q3 		$73K Buy
+1,061
New +$73.6K 0.07% 108

Other funds holding KNCT

MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Planned Solutions's KNCT Position: Q1 2021 in Review

Planned Solutions sold out of Invesco Next Gen Connectivity ETF (KNCT) in Q1 2021, closing a stake of 1,061 shares — an estimated $90K sold.

Planned Solutions first reported a position in KNCT in Q3 2020 and held it in 2 quarters. The position peaked at $90K in Q4 2020. 21 funds tracked by Wall St. Rank hold KNCT as of Q1 2021.

  • Planned Solutions reported no remaining Invesco Next Gen Connectivity ETF position as of Q1 2021 after selling out during the quarter.
  • Planned Solutions sold 1,061 Invesco Next Gen Connectivity ETF shares in Q1 2021, an estimated $90K.
  • Planned Solutions first reported a position in Invesco Next Gen Connectivity ETF in Q3 2020 and held it in 2 quarters.
  • Planned Solutions's Invesco Next Gen Connectivity ETF position peaked at $90K in Q4 2020.
  • 21 funds tracked by Wall St. Rank held Invesco Next Gen Connectivity ETF as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.