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

Baird Financial Group’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
2024 Q1	–	Sell	-13,105	Closed	-$795K	–	1757
2023 Q4	$795K	Sell	13,105 -1,010	-7%	-$59K	﹤0.01%	1201
2023 Q3	$832K	Sell	14,115 -6,728	-32%	-$413K	﹤0.01%	1167
2023 Q2	$1.28M	Sell	20,843 -581	-3%	-$35.8K	﹤0.01%	1037
2023 Q1	$1.33M	Buy	21,424 +1,977	+10%	+$125K	﹤0.01%	1015
2022 Q4	$1.25M	Buy	19,447 +150	+0.8%	+$9.9K	﹤0.01%	1002
2022 Q3	$1.24M	Sell	19,297 -365	-2%	-$23.9K	﹤0.01%	983
2022 Q2	$1.26M	Sell	19,662 -10,470	-35%	-$725K	﹤0.01%	992
2022 Q1	$2.23M	Sell	30,132 -2,434	-7%	-$178K	0.01%	861
2021 Q4	$2.53M	Buy	32,566 +435	+1%	+$32.7K	0.01%	837
2021 Q3	$2.29M	Sell	32,131 -27	-0.1%	-$1.97K	0.01%	897
2021 Q2	$2.29M	Sell	32,158 -3,162	-9%	-$223K	0.01%	862
2021 Q1	$2.37M	Buy	35,320 +67	+0.2%	+$4.33K	0.01%	815
2020 Q4	$2.2M	Buy	+35,253	New	+$2.07M	0.01%	776
2017 Q4	–	Sell	-15,948	Closed	-$727K	–	1266
2017 Q3	$727K	Buy	+15,948	New	+$710K	0.01%	890

Other funds holding CFO

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Baird Financial Group's CFO Position: Q1 2024 in Review

Baird Financial Group sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q1 2024, closing a stake of 13,105 shares — an estimated $795K sold.

Baird Financial Group first reported a position in CFO in Q3 2017 and held it in 14 quarters. The position peaked at $2.53M in Q4 2021. 71 funds tracked by Wall St. Rank hold CFO as of Q1 2024.

Baird Financial Group reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q1 2024 after selling out during the quarter.
Baird Financial Group sold 13,105 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2024, an estimated $795K.
Baird Financial Group first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q3 2017 and held it in 14 quarters.
Baird Financial Group's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $2.53M in Q4 2021.
71 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2024.

Based on Baird Financial Group's 13F filing for Q1 2024, filed 14 May 2024.