BRWA
CFA icon

B. Riley Wealth Advisors’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

B. Riley 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
-2,813
Closed -$209K – 1258
2022
Q1 		$209K Sell
2,813
-35
-1% -$2.56K 0.01% 1194
2021
Q4 		$222K Sell
2,848
-771
-21% -$57.9K 0.01% 1224
2021
Q3 		$258K Sell
3,619
-519
-13% -$37.9K 0.01% 1118
2021
Q2 		$295K Sell
4,138
-2,796
-40% -$197K 0.01% 1027
2021
Q1 		$466K Sell
6,934
-1,466
-17% -$94.7K 0.02% 768
2020
Q4 		$524K Sell
8,400
-1,339
-14% -$78.6K 0.03% 527
2020
Q3 		$529K Buy
9,739
+511
+6% +$27.4K 0.03% 508
2020
Q2 		$467K Sell
9,228
-2,621
-22% -$126K 0.03% 484
2020
Q1 		$503K Sell
11,849
-3,919
-25% -$205K 0.04% 379
2019
Q4 		$890K Buy
15,768
+149
+1% +$8.09K 0.08% 259
2019
Q3 		$827K Sell
15,619
-1
-0% -$53 0.08% 258
2019
Q2 		$820K Sell
15,620
-1,981
-11% -$101K 0.09% 236
2019
Q1 		$884K Sell
17,601
-137
-0.8% -$6.63K 0.11% 211
2018
Q4 		$781K Sell
17,738
-118
-0.7% -$5.62K 0.11% 199
2018
Q3 		$925K Sell
17,856
-64
-0.4% -$3.29K 0.11% 203
2018
Q2 		$886K Buy
17,920
+2,634
+17% +$130K 0.12% 194
2018
Q1 		$748K Buy
+15,286
New +$761K 0.1% 215

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 $21.8B AUM 28.57% 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

B. Riley Wealth Advisors's CFA Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q2 2022, closing a stake of 2,813 shares — an estimated $209K sold.

B. Riley Wealth Advisors first reported a position in CFA in Q1 2018 and held it in 17 quarters. The position peaked at $925K in Q3 2018. 57 funds tracked by Wall St. Rank hold CFA as of Q2 2022.

  • B. Riley Wealth Advisors reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,813 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2022, an estimated $209K.
  • B. Riley Wealth Advisors first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2018 and held it in 17 quarters.
  • B. Riley Wealth Advisors's VictoryShares US 500 Volatility Wtd ETF position peaked at $925K in Q3 2018.
  • 57 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.