Avantax Planning Partners’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Avantax Planning Partners’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
2020 Q1	–	Sell	-4,700	Closed	-$265K	–	276
2019 Q4	$265K	Hold	4,700	–	–	0.02%	249
2019 Q3	$249K	Hold	4,700	–	–	0.02%	260
2019 Q2	$249K	Hold	4,700	–	–	0.02%	260
2019 Q1	$236K	Buy	+4,700	New	+$227K	0.02%	259

Other funds holding CFA

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Avantax Planning Partners's CFA Position: Q1 2020 in Review

Avantax Planning Partners sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2020, closing a stake of 4,700 shares — an estimated $265K sold.

Avantax Planning Partners first reported a position in CFA in Q1 2019 and held it in 4 quarters. The position peaked at $265K in Q4 2019. 61 funds tracked by Wall St. Rank hold CFA as of Q1 2020.

Avantax Planning Partners reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q1 2020 after selling out during the quarter.
Avantax Planning Partners sold 4,700 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2020, an estimated $265K.
Avantax Planning Partners first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2019 and held it in 4 quarters.
Avantax Planning Partners's VictoryShares US 500 Volatility Wtd ETF position peaked at $265K in Q4 2019.
61 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2020.

Based on Avantax Planning Partners's 13F filing for Q1 2020, filed 27 Apr 2020.