WealthShield Partners’s KFA Large Cap Quality Dividend Index ETF KLCD Stock Holding History

WealthShield Partners’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 Q1	–	Sell	-31,115	Closed	-$1.08M	–	378
2021 Q4	$1.08M	Sell	31,115 -3,006	-9%	-$104K	0.18%	124
2021 Q3	$1.1M	Buy	34,121 +3,405	+11%	+$112K	0.29%	75
2021 Q2	$986K	Buy	30,716 +5,272	+21%	+$169K	0.15%	103
2021 Q1	$782K	Sell	25,444 -903	-3%	-$26.6K	0.14%	116
2020 Q4	$756K	Buy	26,347 +5,981	+29%	+$168K	0.14%	125
2020 Q3	$538K	Sell	20,366 -5,569	-21%	-$146K	0.19%	117
2020 Q2	$639K	Sell	25,935 -6,610	-20%	-$156K	0.29%	80
2020 Q1	$688K	Buy	32,545 +5,237	+19%	+$133K	0.42%	60
2019 Q4	$732K	Sell	27,308 -1,515	-5%	-$40K	0.36%	58
2019 Q3	$760K	Buy	28,823 +21,880	+315%	+$567K	0.4%	54
2019 Q2	$176K	Buy	+6,943	New	+$176K	0.1%	151

Other funds holding KLCD

F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCA

Providence Capital Advisors Charlotte, North Carolina $613M AUM 17.83% 1-Year Est. Return

WealthShield Partners's KLCD Position: Q1 2022 in Review

WealthShield Partners sold out of KFA Large Cap Quality Dividend Index ETF (KLCD) in Q1 2022, closing a stake of 31,115 shares — an estimated $1.08M sold.

WealthShield Partners first reported a position in KLCD in Q2 2019 and held it in 11 quarters. The position peaked at $1.1M in Q3 2021. 9 funds tracked by Wall St. Rank hold KLCD as of Q1 2022.

WealthShield Partners reported no remaining KFA Large Cap Quality Dividend Index ETF position as of Q1 2022 after selling out during the quarter.
WealthShield Partners sold 31,115 KFA Large Cap Quality Dividend Index ETF shares in Q1 2022, an estimated $1.08M.
WealthShield Partners first reported a position in KFA Large Cap Quality Dividend Index ETF in Q2 2019 and held it in 11 quarters.
WealthShield Partners's KFA Large Cap Quality Dividend Index ETF position peaked at $1.1M in Q3 2021.
9 funds tracked by Wall St. Rank held KFA Large Cap Quality Dividend Index ETF as of Q1 2022.

Based on WealthShield Partners's 13F filing for Q1 2022, filed 9 May 2022.