Atria Investments’s KFA Small Cap Quality Dividend Index ETF KSCD Stock Holding History

Atria Investments’s Portfolio KSCD Stock Details KSCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-61,258	Closed	-$1.7M	–	834
2021 Q2	$1.7M	Buy	61,258 +1,999	+3%	+$57.8K	0.03%	568
2021 Q1	$1.7M	Sell	59,259 -65,715	-53%	-$1.81M	0.04%	515
2020 Q4	$3.19M	Buy	+124,974	New	+$3.03M	0.08%	279

Other funds holding KSCD

F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return

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

WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

PCA

Providence Capital Advisors Charlotte, North Carolina $613M AUM 17.83% 1-Year Est. Return

Atria Investments's KSCD Position: Q3 2021 in Review

Atria Investments sold out of KFA Small Cap Quality Dividend Index ETF (KSCD) in Q3 2021, closing a stake of 61,258 shares — an estimated $1.7M sold.

Atria Investments first reported a position in KSCD in Q4 2020 and held it in 3 quarters. The position peaked at $3.19M in Q4 2020. 7 funds tracked by Wall St. Rank hold KSCD as of Q3 2021.

Atria Investments reported no remaining KFA Small Cap Quality Dividend Index ETF position as of Q3 2021 after selling out during the quarter.
Atria Investments sold 61,258 KFA Small Cap Quality Dividend Index ETF shares in Q3 2021, an estimated $1.7M.
Atria Investments first reported a position in KFA Small Cap Quality Dividend Index ETF in Q4 2020 and held it in 3 quarters.
Atria Investments's KFA Small Cap Quality Dividend Index ETF position peaked at $3.19M in Q4 2020.
7 funds tracked by Wall St. Rank held KFA Small Cap Quality Dividend Index ETF as of Q3 2021.

Based on Atria Investments's 13F filing for Q3 2021, filed 16 Nov 2021.