Osaic Holdings
KDFI

Osaic Holdings’s KFA Dynamic Fixed Income ETF KDFI Stock Holding History

Osaic Holdings’s Portfolio KDFI Stock Details KDFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,703
Closed -$37K – 7264
2021
Q1 		$37K Buy
+1,703
New +$36.8K ﹤0.01% 5100

Other funds holding KDFI

F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
PCA
Providence Capital Advisors Charlotte, North Carolina $613M AUM 17.83% 1-Year Est. Return

Osaic Holdings's KDFI Position: Q2 2021 in Review

Osaic Holdings sold out of KFA Dynamic Fixed Income ETF (KDFI) in Q2 2021, closing a stake of 1,703 shares — an estimated $37K sold.

Osaic Holdings first reported a position in KDFI in Q1 2021 and held it in 1 quarter. The position peaked at $37K in Q1 2021. 8 funds tracked by Wall St. Rank hold KDFI as of Q2 2021.

  • Osaic Holdings reported no remaining KFA Dynamic Fixed Income ETF position as of Q2 2021 after selling out during the quarter.
  • Osaic Holdings sold 1,703 KFA Dynamic Fixed Income ETF shares in Q2 2021, an estimated $37K.
  • Osaic Holdings first reported a position in KFA Dynamic Fixed Income ETF in Q1 2021 and held it in 1 quarter.
  • Osaic Holdings's KFA Dynamic Fixed Income ETF position peaked at $37K in Q1 2021.
  • 8 funds tracked by Wall St. Rank held KFA Dynamic Fixed Income ETF as of Q2 2021.

Based on Osaic Holdings's 13F filing for Q2 2021, filed 2 Aug 2021.