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

ACG Wealth’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
2022
Q3 		– Sell
-451
Closed -$29K – 353
2022
Q2 		$29K Buy
+451
New +$31.1K 0.01% 517

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
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 $21.3B AUM 22.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

ACG Wealth's CFA Position: Q3 2022 in Review

ACG Wealth sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q3 2022, closing a stake of 451 shares — an estimated $29K sold.

ACG Wealth first reported a position in CFA in Q2 2022 and held it in 1 quarter. The position peaked at $29K in Q2 2022. 59 funds tracked by Wall St. Rank hold CFA as of Q3 2022.

  • ACG Wealth reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 451 VictoryShares US 500 Volatility Wtd ETF shares in Q3 2022, an estimated $29K.
  • ACG Wealth first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's VictoryShares US 500 Volatility Wtd ETF position peaked at $29K in Q2 2022.
  • 59 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.