SFSG
KDFI

Sound Financial Strategies Group’s KFA Dynamic Fixed Income ETF KDFI Stock Holding History

Sound Financial Strategies Group’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
2020
Q3 		– Sell
-909,003
Closed -$19M – 66
2020
Q2 		$19M Buy
909,003
+21,671
+2% +$454K 12.28% 2
2020
Q1 		$18.6M Buy
+887,332
New +$21.1M 12.63% 3

Other funds holding KDFI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PCA
Providence Capital Advisors Charlotte, North Carolina $613M AUM 17.83% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

Sound Financial Strategies Group's KDFI Position: Q3 2020 in Review

Sound Financial Strategies Group sold out of KFA Dynamic Fixed Income ETF (KDFI) in Q3 2020, closing a stake of 909,003 shares — an estimated $19M sold.

Sound Financial Strategies Group first reported a position in KDFI in Q1 2020 and held it in 2 quarters. The position peaked at $19M in Q2 2020. 7 funds tracked by Wall St. Rank hold KDFI as of Q3 2020.

  • Sound Financial Strategies Group reported no remaining KFA Dynamic Fixed Income ETF position as of Q3 2020 after selling out during the quarter.
  • Sound Financial Strategies Group sold 909,003 KFA Dynamic Fixed Income ETF shares in Q3 2020, an estimated $19M.
  • Sound Financial Strategies Group first reported a position in KFA Dynamic Fixed Income ETF in Q1 2020 and held it in 2 quarters.
  • Sound Financial Strategies Group's KFA Dynamic Fixed Income ETF position peaked at $19M in Q2 2020.
  • 7 funds tracked by Wall St. Rank held KFA Dynamic Fixed Income ETF as of Q3 2020.

Based on Sound Financial Strategies Group's 13F filing for Q3 2020, filed 19 Oct 2020.