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QDEF icon

Kaydan Wealth Management’s FlexShares Quality Dividend Defensive Index Fund QDEF Stock Holding History

Kaydan Wealth Management’s Portfolio QDEF Stock Details QDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$920K Buy
11,528
+48
+0.4% +$3.94K 0.31% 43
2025
Q4 		$929K Buy
11,480
+104
+0.9% +$8.37K 0.27% 44
2025
Q3 		$910K Buy
11,376
+65
+0.6% +$5.02K 0.26% 48
2025
Q2 		$838K Sell
11,311
-427
-4% -$29.9K 0.27% 46
2025
Q1 		$820K Buy
11,738
+35
+0.3% +$2.49K 0.26% 42
2024
Q4 		$822K Buy
11,703
+30
+0.3% +$2.16K 0.27% 41
2024
Q3 		$835K Hold
11,673
– – 0.25% 42
2024
Q2 		$765K Buy
11,673
+814
+7% +$51.8K 0.27% 43
2024
Q1 		$697K Hold
10,859
– – 0.24% 44
2023
Q4 		$641K Sell
10,859
-120
-1% -$6.73K 0.26% 46
2023
Q3 		$594K Sell
10,979
-277
-2% -$15.6K 0.24% 42
2023
Q2 		$629K Sell
11,256
-113
-1% -$6.09K 0.26% 44
2023
Q1 		$602K Hold
11,369
– – 0.25% 43
2022
Q4 		$585K Hold
11,369
– – 0.23% 42
2022
Q3 		$522K Sell
11,369
-793
-7% -$40.7K 0.29% 44
2022
Q2 		$608K Sell
12,162
-283
-2% -$15K 0.34% 41
2022
Q1 		$703K Buy
12,445
+67
+0.5% +$3.73K 0.31% 46
2021
Q4 		$733K Buy
+12,378
New +$699K 0.28% 47

Other funds holding QDEF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Kaydan Wealth Management's QDEF Position: Q1 2026 in Review

Kaydan Wealth Management increased its FlexShares Quality Dividend Defensive Index Fund (QDEF) stake by 0.42% in Q1 2026, buying an estimated $3.94K and bringing the position to 11,528 shares worth $920K. The position accounts for 0.31% of the portfolio, ranked #43.

Kaydan Wealth Management first reported a position in QDEF in Q4 2021 and has held it in 18 quarters since. The position peaked at $929K in Q4 2025. 90 funds tracked by Wall St. Rank hold QDEF as of Q1 2026.

  • Kaydan Wealth Management held 11,528 shares of FlexShares Quality Dividend Defensive Index Fund worth $920K as of Q1 2026.
  • Kaydan Wealth Management bought 48 FlexShares Quality Dividend Defensive Index Fund shares in Q1 2026, an estimated $3.94K.
  • FlexShares Quality Dividend Defensive Index Fund made up 0.31% of Kaydan Wealth Management's portfolio in Q1 2026, its #43 holding.
  • Kaydan Wealth Management first reported a position in FlexShares Quality Dividend Defensive Index Fund in Q4 2021 and has held it in 18 quarters since.
  • Kaydan Wealth Management's FlexShares Quality Dividend Defensive Index Fund position peaked at $929K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held FlexShares Quality Dividend Defensive Index Fund as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.