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

BDO 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
2023 Q1	–	Sell	-1,267	Closed	-$81.1K	–	1065
2022 Q4	$81.1K	Hold	1,267	–	–	0.01%	355
2022 Q3	$81K	Hold	1,267	–	–	0.01%	344
2022 Q2	$81K	Hold	1,267	–	–	0.01%	352
2022 Q1	$94K	Hold	1,267	–	–	0.01%	344
2021 Q4	$98K	Hold	1,267	–	–	0.01%	352
2021 Q3	$90K	Buy	+1,267	New	+$92.6K	0.01%	364

Other funds holding CFO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BDO Wealth Advisors's CFO Position: Q1 2023 in Review

BDO Wealth Advisors sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q1 2023, closing a stake of 1,267 shares — an estimated $81.1K sold.

BDO Wealth Advisors first reported a position in CFO in Q3 2021 and held it in 6 quarters. The position peaked at $98K in Q4 2021. 81 funds tracked by Wall St. Rank hold CFO as of Q1 2023.

BDO Wealth Advisors reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q1 2023 after selling out during the quarter.
BDO Wealth Advisors sold 1,267 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2023, an estimated $81.1K.
BDO Wealth Advisors first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q3 2021 and held it in 6 quarters.
BDO Wealth Advisors's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $98K in Q4 2021.
81 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2023.

Based on BDO Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.