IFP Advisors
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IFP Advisors’s Knowledge Leaders Developed World ETF KLDW Stock Holding History

IFP Advisors’s Portfolio KLDW Stock Details KLDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-5,185
Closed -$150K – 3780
2018
Q4 		$150K Hold
5,185
– – 0.01% 992
2018
Q3 		$181K Buy
5,185
+2,265
+78% +$77.9K 0.01% 1134
2018
Q2 		$99K Buy
+2,920
New +$101K ﹤0.01% 1490

Other funds holding KLDW

Carroll Financial Associates
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fluent Financial
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Van Hulzen Asset Management
Van Hulzen Asset Management El Dorado Hills, California $1.41B AUM 27.05% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.4B AUM 44.75% 1-Year Est. Return

IFP Advisors's KLDW Position: Q1 2019 in Review

IFP Advisors sold out of Knowledge Leaders Developed World ETF (KLDW) in Q1 2019, closing a stake of 5,185 shares — an estimated $150K sold.

IFP Advisors first reported a position in KLDW in Q2 2018 and held it in 3 quarters. The position peaked at $181K in Q3 2018. 16 funds tracked by Wall St. Rank hold KLDW as of Q1 2019.

  • IFP Advisors reported no remaining Knowledge Leaders Developed World ETF position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 5,185 Knowledge Leaders Developed World ETF shares in Q1 2019, an estimated $150K.
  • IFP Advisors first reported a position in Knowledge Leaders Developed World ETF in Q2 2018 and held it in 3 quarters.
  • IFP Advisors's Knowledge Leaders Developed World ETF position peaked at $181K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Knowledge Leaders Developed World ETF as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.