CP
KSCD

Castleview Partners’s KFA Small Cap Quality Dividend Index ETF KSCD Stock Holding History

Castleview Partners’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
Q2 		$128K Buy
+4,594
New +$133K 0.06% 257

Other funds holding KSCD

F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PCA
Providence Capital Advisors Charlotte, North Carolina $613M AUM 17.83% 1-Year Est. Return

Castleview Partners's KSCD Position: Q2 2021 in Review

Castleview Partners opened a new position in KFA Small Cap Quality Dividend Index ETF (KSCD) in Q2 2021: 4,594 shares worth $128K. The stake represents 0.06% of the portfolio and ranks #257 among its holdings.

8 funds tracked by Wall St. Rank hold KSCD as of Q2 2021.

  • Castleview Partners held 4,594 shares of KFA Small Cap Quality Dividend Index ETF worth $128K as of Q2 2021.
  • KFA Small Cap Quality Dividend Index ETF was a new Castleview Partners position in Q2 2021.
  • KFA Small Cap Quality Dividend Index ETF made up 0.06% of Castleview Partners's portfolio in Q2 2021, its #257 holding.
  • 8 funds tracked by Wall St. Rank held KFA Small Cap Quality Dividend Index ETF as of Q2 2021.

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