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Spire Wealth Management’s Invesco Next Gen Connectivity ETF KNCT Stock Holding History

Spire Wealth Management’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
Q3 		– Sell
-477
Closed -$43K – 2615
2021
Q2 		$43K Sell
477
-157
-25% -$13.6K ﹤0.01% 1537
2021
Q1 		$52K Buy
+634
New +$54.6K ﹤0.01% 1707

Other funds holding KNCT

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Spire Wealth Management's KNCT Position: Q3 2021 in Review

Spire Wealth Management sold out of Invesco Next Gen Connectivity ETF (KNCT) in Q3 2021, closing a stake of 477 shares — an estimated $43K sold.

Spire Wealth Management first reported a position in KNCT in Q1 2021 and held it in 2 quarters. The position peaked at $52K in Q1 2021. 21 funds tracked by Wall St. Rank hold KNCT as of Q3 2021.

  • Spire Wealth Management reported no remaining Invesco Next Gen Connectivity ETF position as of Q3 2021 after selling out during the quarter.
  • Spire Wealth Management sold 477 Invesco Next Gen Connectivity ETF shares in Q3 2021, an estimated $43K.
  • Spire Wealth Management first reported a position in Invesco Next Gen Connectivity ETF in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Invesco Next Gen Connectivity ETF position peaked at $52K in Q1 2021.
  • 21 funds tracked by Wall St. Rank held Invesco Next Gen Connectivity ETF as of Q3 2021.

Based on Spire Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.