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

BMS 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
2023 Q1	–	Sell	-2,600	Closed	-$202K	–	109
2022 Q4	$202K	Buy	+2,600	New	+$172K	0.13%	92
2022 Q3	–	Sell	-2,600	Closed	-$202K	–	102
2022 Q2	$202K	Buy	+2,600	New	+$180K	0.13%	95
2022 Q1	–	Sell	-2,600	Closed	-$202K	–	104
2021 Q4	$202K	Buy	+2,600	New	+$195K	0.13%	92

Other funds holding CFO

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

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

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

RJFSA

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

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

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

BMS Financial Advisors's CFO Position: Q1 2023 in Review

BMS Financial Advisors sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q1 2023, closing a stake of 2,600 shares — an estimated $202K sold.

BMS Financial Advisors first reported a position in CFO in Q4 2021 and held it in 3 quarters. The position peaked at $202K in Q4 2022. 81 funds tracked by Wall St. Rank hold CFO as of Q1 2023.

BMS Financial Advisors reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q1 2023 after selling out during the quarter.
BMS Financial Advisors sold 2,600 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2023, an estimated $202K.
BMS Financial Advisors first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2021 and held it in 3 quarters.
BMS Financial Advisors's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $202K in Q4 2022.
81 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2023.

Based on BMS Financial Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.