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

Amplius Wealth Advisors’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
-6,802
Closed -$503K – 180
2022
Q1 		$503K Sell
6,802
-648
-9% -$47.4K 0.08% 101
2021
Q4 		$578K Buy
+7,450
New +$559K 0.08% 98

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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Amplius Wealth Advisors's CFA Position: Q2 2022 in Review

Amplius Wealth Advisors sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q2 2022, closing a stake of 6,802 shares — an estimated $503K sold.

Amplius Wealth Advisors first reported a position in CFA in Q4 2021 and held it in 2 quarters. The position peaked at $578K in Q4 2021. 57 funds tracked by Wall St. Rank hold CFA as of Q2 2022.

  • Amplius Wealth Advisors reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q2 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 6,802 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2022, an estimated $503K.
  • Amplius Wealth Advisors first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2021 and held it in 2 quarters.
  • Amplius Wealth Advisors's VictoryShares US 500 Volatility Wtd ETF position peaked at $578K in Q4 2021.
  • 57 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2022.

Based on Amplius Wealth Advisors's 13F filing for Q2 2022, filed 21 Jul 2022.