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Bellwether Investment Group’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Bellwether Investment 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
2017
Q1 		– Sell
-800
Closed -$32K – 791
2016
Q4 		$32K Buy
+800
New +$31.4K 0.03% 349
2016
Q2 		$30K Buy
+800
New +$29.6K 0.03% 306

Other funds holding CFO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bellwether Investment Group's CFO Position: Q1 2017 in Review

Bellwether Investment Group sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q1 2017, closing a stake of 800 shares — an estimated $32K sold.

Bellwether Investment Group first reported a position in CFO in Q2 2016 and held it in 2 quarters. The position peaked at $32K in Q4 2016. 33 funds tracked by Wall St. Rank hold CFO as of Q1 2017.

  • Bellwether Investment Group reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 800 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2017, an estimated $32K.
  • Bellwether Investment Group first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $32K in Q4 2016.
  • 33 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.