BDO Wealth Advisors’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

BDO 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
2021 Q1	–	Sell	-853	Closed	-$53K	–	1169
2020 Q4	$53K	Hold	853	–	–	0.01%	347
2020 Q3	$46K	Hold	853	–	–	0.01%	340
2020 Q2	$43K	Sell	853 -51	-6%	-$2.45K	0.01%	345
2020 Q1	$38K	Hold	904	–	–	0.01%	363
2019 Q4	$51K	Hold	904	–	–	0.01%	298
2019 Q3	$48K	Hold	904	–	–	0.01%	319
2019 Q2	$47K	Buy	+904	New	+$46.3K	0.01%	311
2017 Q3	–	Sell	-40	Closed	-$2K	–	454
2017 Q2	$2K	Buy	+40	New	+$1.73K	﹤0.01%	491

Other funds holding CFA

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

BDO Wealth Advisors's CFA Position: Q1 2021 in Review

BDO Wealth Advisors sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2021, closing a stake of 853 shares — an estimated $53K sold.

BDO Wealth Advisors first reported a position in CFA in Q2 2017 and held it in 8 quarters. The position peaked at $53K in Q4 2020. 66 funds tracked by Wall St. Rank hold CFA as of Q1 2021.

BDO Wealth Advisors reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 853 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2021, an estimated $53K.
BDO Wealth Advisors first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2017 and held it in 8 quarters.
BDO Wealth Advisors's VictoryShares US 500 Volatility Wtd ETF position peaked at $53K in Q4 2020.
66 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.