GBS
KLCD

Gallagher Benefit Services’s KFA Large Cap Quality Dividend Index ETF KLCD Stock Holding History

Gallagher Benefit Services’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
2022
Q4 		$637K Buy
+22,087
New +$688K 0.13% 99

Other funds holding KLCD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PCA
Providence Capital Advisors Charlotte, North Carolina $660M AUM 17.81% 1-Year Est. Return

Gallagher Benefit Services's KLCD Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in KFA Large Cap Quality Dividend Index ETF (KLCD) in Q4 2022: 22,087 shares worth $637K. The stake represents 0.13% of the portfolio and ranks #99 among its holdings.

9 funds tracked by Wall St. Rank hold KLCD as of Q4 2022.

  • Gallagher Benefit Services held 22,087 shares of KFA Large Cap Quality Dividend Index ETF worth $637K as of Q4 2022.
  • KFA Large Cap Quality Dividend Index ETF was a new Gallagher Benefit Services position in Q4 2022.
  • KFA Large Cap Quality Dividend Index ETF made up 0.13% of Gallagher Benefit Services's portfolio in Q4 2022, its #99 holding.
  • 9 funds tracked by Wall St. Rank held KFA Large Cap Quality Dividend Index ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.