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BOK Financial’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

BOK Financial’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
2023
Q1 		– Sell
-15,462
Closed -$1.05M – 1177
2022
Q4 		$1.05M Sell
15,462
-540
-3% -$36.2K 0.02% 497
2022
Q3 		$976K Sell
16,002
-35
-0.2% -$2.35K 0.02% 507
2022
Q2 		$1.03M Sell
16,037
-601
-4% -$41.5K 0.02% 513
2022
Q1 		$1.23M Sell
16,638
-90
-0.5% -$6.59K 0.02% 521
2021
Q4 		$1.3M Sell
16,728
-132
-0.8% -$9.91K 0.02% 510
2021
Q3 		$1.2M Buy
+16,860
New +$1.23M 0.02% 526
2021
Q1 		$1.16M Sell
17,246
-271
-2% -$17.5K 0.02% 509
2020
Q4 		$1.09M Sell
17,517
-425
-2% -$24.9K 0.02% 494
2020
Q3 		$973K Sell
17,942
-235
-1% -$12.6K 0.02% 467
2020
Q2 		$918K Hold
18,177
– – 0.02% 479
2020
Q1 		$771K Sell
18,177
-1,598
-8% -$83.6K 0.02% 469
2019
Q4 		$1.12M Sell
19,775
-291
-1% -$15.8K 0.03% 487
2019
Q3 		$1.06M Sell
20,066
-318
-2% -$16.7K 0.03% 481
2019
Q2 		$1.07M Buy
20,384
+11,166
+121% +$572K 0.03% 475
2019
Q1 		$463K Buy
+9,218
New +$446K 0.01% 692

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

BOK Financial's CFA Position: Q1 2023 in Review

BOK Financial sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2023, closing a stake of 15,462 shares — an estimated $1.05M sold.

BOK Financial first reported a position in CFA in Q1 2019 and held it in 15 quarters. The position peaked at $1.3M in Q4 2021. 58 funds tracked by Wall St. Rank hold CFA as of Q1 2023.

  • BOK Financial reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q1 2023 after selling out during the quarter.
  • BOK Financial sold 15,462 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2023, an estimated $1.05M.
  • BOK Financial first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2019 and held it in 15 quarters.
  • BOK Financial's VictoryShares US 500 Volatility Wtd ETF position peaked at $1.3M in Q4 2021.
  • 58 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2023.

Based on BOK Financial's 13F filing for Q1 2023, filed 11 May 2023.