Barnes Pettey Financial Advisors’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Barnes Pettey Financial 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
2025 Q1	–	Sell	-3,447	Closed	-$238K	–	101
2024 Q4	$238K	Sell	3,447 -1,260	-27%	-$89.4K	0.18%	85
2024 Q3	$329K	Hold	4,707	–	–	0.26%	68
2024 Q2	$302K	Hold	4,707	–	–	0.26%	67
2024 Q1	$310K	Hold	4,707	–	–	0.27%	63
2023 Q4	$286K	Sell	4,707 -2,124	-31%	-$124K	0.23%	72
2023 Q3	$402K	Sell	6,831 -512	-7%	-$31.5K	0.37%	57
2023 Q2	$452K	Hold	7,343	–	–	0.39%	56
2023 Q1	$458K	Hold	7,343	–	–	0.44%	54
2022 Q4	$470K	Hold	7,343	–	–	0.48%	50
2022 Q3	$471K	Hold	7,343	–	–	0.64%	43
2022 Q2	$472K	Sell	7,343 -922	-11%	-$63.9K	0.61%	43
2022 Q1	$612K	Sell	8,265 -922	-10%	-$67.5K	0.74%	37
2021 Q4	$714K	Buy	+9,187	New	+$690K	0.82%	31

Other funds holding CFO

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Barnes Pettey Financial Advisors's CFO Position: Q1 2025 in Review

Barnes Pettey Financial Advisors sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q1 2025, closing a stake of 3,447 shares — an estimated $238K sold.

Barnes Pettey Financial Advisors first reported a position in CFO in Q4 2021 and held it in 13 quarters. The position peaked at $714K in Q4 2021. 67 funds tracked by Wall St. Rank hold CFO as of Q1 2025.

Barnes Pettey Financial Advisors reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q1 2025 after selling out during the quarter.
Barnes Pettey Financial Advisors sold 3,447 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2025, an estimated $238K.
Barnes Pettey Financial Advisors first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2021 and held it in 13 quarters.
Barnes Pettey Financial Advisors's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $714K in Q4 2021.
67 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2025.

Based on Barnes Pettey Financial Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.