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

Arkadios 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
2021
Q2 		– Sell
-530
Closed -$35K – 1951
2021
Q1 		$35K Buy
530
+38
+8% +$2.46K 0.01% 793
2020
Q4 		$30K Buy
+492
New +$28.9K 0.01% 652

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Arkadios Wealth Advisors's CFA Position: Q2 2021 in Review

Arkadios Wealth Advisors sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q2 2021, closing a stake of 530 shares — an estimated $35K sold.

Arkadios Wealth Advisors first reported a position in CFA in Q4 2020 and held it in 2 quarters. The position peaked at $35K in Q1 2021. 63 funds tracked by Wall St. Rank hold CFA as of Q2 2021.

  • Arkadios Wealth Advisors reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q2 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 530 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2021, an estimated $35K.
  • Arkadios Wealth Advisors first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2020 and held it in 2 quarters.
  • Arkadios Wealth Advisors's VictoryShares US 500 Volatility Wtd ETF position peaked at $35K in Q1 2021.
  • 63 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.