AP
CFO icon

Advisors Preferred’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Advisors Preferred’s Portfolio CFO Stock Details CFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,611
Closed -$116K – 175
2021
Q3 		$116K Buy
+1,611
New +$118K 0.02% 148

Other funds holding CFO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Advisors Preferred's CFO Position: Q4 2021 in Review

Advisors Preferred sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q4 2021, closing a stake of 1,611 shares — an estimated $116K sold.

Advisors Preferred first reported a position in CFO in Q3 2021 and held it in 1 quarter. The position peaked at $116K in Q3 2021. 75 funds tracked by Wall St. Rank hold CFO as of Q4 2021.

  • Advisors Preferred reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q4 2021 after selling out during the quarter.
  • Advisors Preferred sold 1,611 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q4 2021, an estimated $116K.
  • Advisors Preferred first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q3 2021 and held it in 1 quarter.
  • Advisors Preferred's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $116K in Q3 2021.
  • 75 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q4 2021.

Based on Advisors Preferred's 13F filing for Q4 2021, filed 7 Feb 2022.