Atria Investments’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Atria Investments’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 Q2	–	Sell	-26,946	Closed	-$1.68M	–	835
2023 Q1	$1.68M	Sell	26,946 -1,678	-6%	-$106K	0.03%	599
2022 Q4	$1.83M	Sell	28,624 -10	-0%	-$660	0.04%	542
2022 Q3	$1.84M	Sell	28,634 -2,868	-9%	-$188K	0.04%	511
2022 Q2	$2.02M	Sell	31,502 -1,200	-4%	-$83.1K	0.04%	505
2022 Q1	$2.42M	Sell	32,702 -4,895	-13%	-$358K	0.04%	489
2021 Q4	$2.92M	Buy	37,597 +2,716	+8%	+$204K	0.05%	420
2021 Q3	$2.48M	Sell	34,881 -475	-1%	-$34.7K	0.04%	437
2021 Q2	$2.52M	Buy	35,356 +1,389	+4%	+$97.8K	0.05%	416
2021 Q1	$2.28M	Buy	33,967 +558	+2%	+$36.1K	0.05%	411
2020 Q4	$2.08M	Buy	33,409 +239	+0.7%	+$14K	0.05%	406
2020 Q3	$1.81M	Buy	+33,170	New	+$1.79M	0.05%	369

Other funds holding CFO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atria Investments's CFO Position: Q2 2023 in Review

Atria Investments sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q2 2023, closing a stake of 26,946 shares — an estimated $1.68M sold.

Atria Investments first reported a position in CFO in Q3 2020 and held it in 11 quarters. The position peaked at $2.92M in Q4 2021. 76 funds tracked by Wall St. Rank hold CFO as of Q2 2023.

Atria Investments reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q2 2023 after selling out during the quarter.
Atria Investments sold 26,946 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q2 2023, an estimated $1.68M.
Atria Investments first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q3 2020 and held it in 11 quarters.
Atria Investments's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $2.92M in Q4 2021.
76 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2023.

Based on Atria Investments's 13F filing for Q2 2023, filed 4 Aug 2023.