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

B. Riley Wealth Advisors’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
2022
Q2 		– Sell
-2,982
Closed -$221K – 1259
2022
Q1 		$221K Buy
2,982
+7
+0.2% +$513 0.01% 1167
2021
Q4 		$232K Sell
2,975
-288
-9% -$21.6K 0.01% 1199
2021
Q3 		$233K Sell
3,263
-17
-0.5% -$1.24K 0.01% 1170
2021
Q2 		$234K Sell
3,280
-1,863
-36% -$131K 0.01% 1147
2021
Q1 		$346K Buy
5,143
+5
+0.1% +$323 0.01% 918
2020
Q4 		$321K Sell
5,138
-88
-2% -$5.17K 0.02% 718
2020
Q3 		$285K Sell
5,226
-13
-0.2% -$701 0.02% 727
2020
Q2 		$272K Sell
5,239
-15
-0.3% -$757 0.02% 665
2020
Q1 		$246K Sell
5,254
-42
-0.8% -$2.13K 0.02% 601
2019
Q4 		$279K Buy
5,296
+16
+0.3% +$810 0.02% 626
2019
Q3 		$261K Buy
5,280
+11
+0.2% +$538 0.03% 636
2019
Q2 		$258K Buy
5,269
+12
+0.2% +$573 0.03% 626
2019
Q1 		$246K Sell
5,257
-91
-2% -$4.15K 0.03% 578
2018
Q4 		$235K Buy
5,348
+116
+2% +$5.52K 0.03% 526
2018
Q3 		$271K Sell
5,232
-341
-6% -$17.5K 0.03% 530
2018
Q2 		$276K Sell
5,573
-1,886
-25% -$93.3K 0.04% 500
2018
Q1 		$365K Buy
+7,459
New +$371K 0.05% 394

Other funds holding CFO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q2 2022, closing a stake of 2,982 shares — an estimated $221K sold.

B. Riley Wealth Advisors first reported a position in CFO in Q1 2018 and held it in 17 quarters. The position peaked at $365K in Q1 2018. 77 funds tracked by Wall St. Rank hold CFO as of Q2 2022.

  • B. Riley Wealth Advisors reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,982 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q2 2022, an estimated $221K.
  • B. Riley Wealth Advisors first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q1 2018 and held it in 17 quarters.
  • B. Riley Wealth Advisors's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $365K in Q1 2018.
  • 77 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2022.

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