Advisornet Financial’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Advisornet Financial’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 Q2	–	Sell	-816	Closed	-$60K	–	1897
2022 Q1	$60K	Hold	816	–	–	﹤0.01%	902
2021 Q4	$63K	Hold	816	–	–	﹤0.01%	936
2021 Q3	$58K	Hold	816	–	–	﹤0.01%	959
2021 Q2	$58K	Hold	816	–	–	﹤0.01%	939
2021 Q1	$55K	Hold	816	–	–	﹤0.01%	910
2020 Q4	$51K	Hold	816	–	–	﹤0.01%	861
2020 Q3	$44K	Hold	816	–	–	﹤0.01%	885
2020 Q2	$41K	Hold	816	–	–	﹤0.01%	904
2020 Q1	$35K	Hold	816	–	–	﹤0.01%	912
2019 Q4	$46K	Buy	+816	New	+$44.3K	﹤0.01%	920

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

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

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

PAG

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

RJFSA

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Advisornet Financial's CFA Position: Q2 2022 in Review

Advisornet Financial sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q2 2022, closing a stake of 816 shares — an estimated $60K sold.

Advisornet Financial first reported a position in CFA in Q4 2019 and held it in 10 quarters. The position peaked at $63K in Q4 2021. 57 funds tracked by Wall St. Rank hold CFA as of Q2 2022.

Advisornet Financial reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q2 2022 after selling out during the quarter.
Advisornet Financial sold 816 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2022, an estimated $60K.
Advisornet Financial first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2019 and held it in 10 quarters.
Advisornet Financial's VictoryShares US 500 Volatility Wtd ETF position peaked at $63K in Q4 2021.
57 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2022.

Based on Advisornet Financial's 13F filing for Q2 2022, filed 7 Jul 2022.