AF
CFA icon

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

Allworth 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
2024
Q1 		– Sell
-44
Closed -$3.27K – 3615
2023
Q4 		$3.27K Buy
44
+1
+2% +$70 ﹤0.01% 2457
2023
Q3 		$2.96K Buy
+43
New +$3.06K ﹤0.01% 2360

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
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
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial's CFA Position: Q1 2024 in Review

Allworth Financial sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2024, closing a stake of 44 shares — an estimated $3.27K sold.

Allworth Financial first reported a position in CFA in Q3 2023 and held it in 2 quarters. The position peaked at $3.27K in Q4 2023. 66 funds tracked by Wall St. Rank hold CFA as of Q1 2024.

  • Allworth Financial reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q1 2024 after selling out during the quarter.
  • Allworth Financial sold 44 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2024, an estimated $3.27K.
  • Allworth Financial first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q3 2023 and held it in 2 quarters.
  • Allworth Financial's VictoryShares US 500 Volatility Wtd ETF position peaked at $3.27K in Q4 2023.
  • 66 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2024.

Based on Allworth Financial's 13F filing for Q1 2024, filed 25 Apr 2024.