AWM
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Accurate Wealth Management’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Accurate Wealth Management’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
Q1 		– Sell
-76
Closed -$5.3K – 436
2022
Q4 		$5.3K Buy
+76
New +$5.09K ﹤0.01% 1009

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Accurate Wealth Management's CFA Position: Q1 2023 in Review

Accurate Wealth Management sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2023, closing a stake of 76 shares — an estimated $5.3K sold.

Accurate Wealth Management first reported a position in CFA in Q4 2022 and held it in 1 quarter. The position peaked at $5.3K in Q4 2022. 58 funds tracked by Wall St. Rank hold CFA as of Q1 2023.

  • Accurate Wealth Management reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 76 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2023, an estimated $5.3K.
  • Accurate Wealth Management first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's VictoryShares US 500 Volatility Wtd ETF position peaked at $5.3K in Q4 2022.
  • 58 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.