Abundance Wealth Counselors’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Abundance Wealth Counselors’s Portfolio CFA Stock Details CFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,434	Closed	-$244K	–	132
2023 Q2	$244K	Buy	+3,434	New	+$235K	0.13%	58

Other funds holding CFA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Abundance Wealth Counselors's CFA Position: Q3 2023 in Review

Abundance Wealth Counselors sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q3 2023, closing a stake of 3,434 shares — an estimated $244K sold.

Abundance Wealth Counselors first reported a position in CFA in Q2 2023 and held it in 1 quarter. The position peaked at $244K in Q2 2023. 68 funds tracked by Wall St. Rank hold CFA as of Q3 2023.

Abundance Wealth Counselors reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q3 2023 after selling out during the quarter.
Abundance Wealth Counselors sold 3,434 VictoryShares US 500 Volatility Wtd ETF shares in Q3 2023, an estimated $244K.
Abundance Wealth Counselors first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2023 and held it in 1 quarter.
Abundance Wealth Counselors's VictoryShares US 500 Volatility Wtd ETF position peaked at $244K in Q2 2023.
68 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q3 2023.

Based on Abundance Wealth Counselors's 13F filing for Q3 2023, filed 30 Oct 2023.