Baird Financial Group
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Baird Financial Group’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Baird Financial Group’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
2023
Q1 		– Sell
-77,755
Closed -$5.27M – 1695
2022
Q4 		$5.27M Sell
77,755
-44,235
-36% -$2.96M 0.01% 570
2022
Q3 		$7.44M Sell
121,990
-2,624
-2% -$176K 0.02% 473
2022
Q2 		$8M Sell
124,614
-849
-0.7% -$58.6K 0.02% 477
2022
Q1 		$9.29M Buy
125,463
+17,929
+17% +$1.31M 0.02% 455
2021
Q4 		$8.35M Buy
107,534
+5,607
+6% +$421K 0.02% 484
2021
Q3 		$7.25M Buy
101,927
+799
+0.8% +$58.3K 0.02% 499
2021
Q2 		$7.21M Buy
101,128
+2,868
+3% +$202K 0.02% 494
2021
Q1 		$6.59M Buy
98,260
+6,795
+7% +$439K 0.02% 502
2020
Q4 		$5.7M Buy
91,465
+45,818
+100% +$2.69M 0.02% 514
2020
Q3 		$2.48M Sell
45,647
-61,463
-57% -$3.3M 0.01% 684
2020
Q2 		$5.41M Sell
107,110
-28,510
-21% -$1.37M 0.02% 462
2020
Q1 		$5.75M Sell
135,620
-959
-0.7% -$50.2K 0.03% 424
2019
Q4 		$7.71M Buy
136,579
+1,508
+1% +$81.9K 0.03% 439
2019
Q3 		$7.15M Sell
135,071
-9,189
-6% -$483K 0.03% 423
2019
Q2 		$7.57M Buy
144,260
+3,113
+2% +$159K 0.03% 413
2019
Q1 		$7.08M Sell
141,147
-1,046
-0.7% -$50.6K 0.04% 371
2018
Q4 		$6.25M Sell
142,193
-12,425
-8% -$592K 0.04% 378
2018
Q3 		$7.98M Sell
154,618
-2,183
-1% -$112K 0.05% 340
2018
Q2 		$7.75M Buy
156,801
+4,017
+3% +$199K 0.05% 336
2018
Q1 		$7.47M Sell
152,784
-27,072
-15% -$1.35M 0.05% 342
2017
Q4 		$8.77M Buy
179,856
+18,602
+12% +$881K 0.06% 306
2017
Q3 		$7.36M Buy
161,254
+96,318
+148% +$4.29M 0.06% 335
2017
Q2 		$2.87M Buy
+64,936
New +$2.82M 0.02% 521

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Baird Financial Group's CFA Position: Q1 2023 in Review

Baird Financial Group sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2023, closing a stake of 77,755 shares — an estimated $5.27M sold.

Baird Financial Group first reported a position in CFA in Q2 2017 and held it in 23 quarters. The position peaked at $9.29M in Q1 2022. 58 funds tracked by Wall St. Rank hold CFA as of Q1 2023.

  • Baird Financial Group reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q1 2023 after selling out during the quarter.
  • Baird Financial Group sold 77,755 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2023, an estimated $5.27M.
  • Baird Financial Group first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2017 and held it in 23 quarters.
  • Baird Financial Group's VictoryShares US 500 Volatility Wtd ETF position peaked at $9.29M in Q1 2022.
  • 58 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2023.

Based on Baird Financial Group's 13F filing for Q1 2023, filed 15 May 2023.