CP
KLCD

Castleview Partners’s KFA Large Cap Quality Dividend Index ETF KLCD Stock Holding History

Castleview Partners’s Portfolio KLCD Stock Details KLCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$739K Buy
+23,029
New +$740K 0.32% 60

Other funds holding KLCD

F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCA
Providence Capital Advisors Charlotte, North Carolina $613M AUM 17.83% 1-Year Est. Return

Castleview Partners's KLCD Position: Q2 2021 in Review

Castleview Partners opened a new position in KFA Large Cap Quality Dividend Index ETF (KLCD) in Q2 2021: 23,029 shares worth $739K. The stake represents 0.32% of the portfolio and ranks #60 among its holdings.

10 funds tracked by Wall St. Rank hold KLCD as of Q2 2021.

  • Castleview Partners held 23,029 shares of KFA Large Cap Quality Dividend Index ETF worth $739K as of Q2 2021.
  • KFA Large Cap Quality Dividend Index ETF was a new Castleview Partners position in Q2 2021.
  • KFA Large Cap Quality Dividend Index ETF made up 0.32% of Castleview Partners's portfolio in Q2 2021, its #60 holding.
  • 10 funds tracked by Wall St. Rank held KFA Large Cap Quality Dividend Index ETF as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.