WP
KSCD

WealthShield Partners’s KFA Small Cap Quality Dividend Index ETF KSCD Stock Holding History

WealthShield Partners’s Portfolio KSCD Stock Details KSCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,674
Closed -$316K – 377
2021
Q4 		$316K Sell
10,674
-1,830
-15% -$53.3K 0.05% 226
2021
Q3 		$341K Sell
12,504
-7,584
-38% -$209K 0.09% 181
2021
Q2 		$559K Buy
20,088
+3,182
+19% +$92K 0.09% 160
2021
Q1 		$486K Sell
16,906
-6,353
-27% -$175K 0.09% 163
2020
Q4 		$594K Buy
23,259
+5,464
+31% +$132K 0.11% 148
2020
Q3 		$382K Buy
17,795
+5,201
+41% +$116K 0.13% 165
2020
Q2 		$275K Sell
12,594
-12,493
-50% -$268K 0.13% 158
2020
Q1 		$518K Buy
25,087
+2,481
+11% +$60.4K 0.32% 71
2019
Q4 		$599K Sell
22,606
-1,592
-7% -$41.4K 0.29% 78
2019
Q3 		$621K Buy
24,198
+17,243
+248% +$436K 0.33% 63
2019
Q2 		$176K Buy
+6,955
New +$176K 0.1% 150

Other funds holding KSCD

F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
PCA
Providence Capital Advisors Charlotte, North Carolina $613M AUM 17.83% 1-Year Est. Return

WealthShield Partners's KSCD Position: Q1 2022 in Review

WealthShield Partners sold out of KFA Small Cap Quality Dividend Index ETF (KSCD) in Q1 2022, closing a stake of 10,674 shares — an estimated $316K sold.

WealthShield Partners first reported a position in KSCD in Q2 2019 and held it in 11 quarters. The position peaked at $621K in Q3 2019. 5 funds tracked by Wall St. Rank hold KSCD as of Q1 2022.

  • WealthShield Partners reported no remaining KFA Small Cap Quality Dividend Index ETF position as of Q1 2022 after selling out during the quarter.
  • WealthShield Partners sold 10,674 KFA Small Cap Quality Dividend Index ETF shares in Q1 2022, an estimated $316K.
  • WealthShield Partners first reported a position in KFA Small Cap Quality Dividend Index ETF in Q2 2019 and held it in 11 quarters.
  • WealthShield Partners's KFA Small Cap Quality Dividend Index ETF position peaked at $621K in Q3 2019.
  • 5 funds tracked by Wall St. Rank held KFA Small Cap Quality Dividend Index ETF as of Q1 2022.

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