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SL Advisors’s Kinetik KNTK Stock Holding History

SL Advisors’s Portfolio KNTK Stock Details KNTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.69M Sell
34,972
-225
-0.6% -$10.8K 2.96% 9
2026
Q1 		$1.7M Sell
35,197
-1,000
-3% -$42.6K 2.88% 10
2025
Q4 		$1.3M Buy
36,197
+13,891
+62% +$502K 2.67% 13
2025
Q3 		$953K Buy
22,306
+379
+2% +$16K 1.88% 15
2025
Q2 		$966K Hold
21,927
– – 1.74% 16
2025
Q1 		$1.14M Hold
21,927
– – 1.99% 16
2024
Q4 		$1.24M Hold
21,927
– – 2.06% 14
2024
Q3 		$992K Buy
21,927
+1,037
+5% +$44.9K 1.79% 15
2024
Q2 		$866K Sell
20,890
-542
-3% -$21.5K 1.71% 17
2024
Q1 		$854K Buy
21,432
+11,820
+123% +$406K 1.68% 18
2023
Q4 		$321K Buy
+9,612
New +$336K 0.69% 32

Other funds holding KNTK

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return