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Ahrens Investment Partners’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$12.5K Buy
+200
New +$12.6K 0.01% 574
2022
Q3 		– Sell
-200
Closed -$13K – 279
2022
Q2 		$13K Hold
200
– – 0.01% 584
2022
Q1 		$15K Hold
200
– – ﹤0.01% 629
2021
Q4 		$16K Buy
+200
New +$15K 0.01% 622

Other funds holding CFO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ahrens Investment Partners's CFO Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q1 2023: 200 shares worth $12.5K. The stake represents 0.01% of the portfolio and ranks #574 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in CFO as recently as Q2 2022.

Ahrens Investment Partners first reported a position in CFO in Q4 2021 and has held it in 4 quarters since. The position peaked at $16K in Q4 2021. 81 funds tracked by Wall St. Rank hold CFO as of Q1 2023.

  • Ahrens Investment Partners held 200 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $12.5K as of Q1 2023.
  • VictoryShares US 500 Enhanced Volatility Wtd ETF was a new Ahrens Investment Partners position in Q1 2023.
  • VictoryShares US 500 Enhanced Volatility Wtd ETF made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #574 holding.
  • Ahrens Investment Partners first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $16K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.