Bowman & Company’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Bowman & Company’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 Q3	–	Sell	-4,322	Closed	-$266K	–	87
2023 Q2	$266K	Sell	4,322 -3,345	-44%	-$206K	0.2%	76
2023 Q1	$478K	Sell	7,667 -1,708	-18%	-$108K	0.35%	60
2022 Q4	$600K	Buy	9,375 +2,689	+40%	+$177K	0.47%	48
2022 Q3	$429K	Buy	6,686 +2,700	+68%	+$177K	0.39%	52
2022 Q2	$256K	Buy	+3,986	New	+$276K	0.22%	71

Other funds holding CFO

LPL Financial San Diego, California $377B AUM 19.32% 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

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

RJFSA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return

Bowman & Company's CFO Position: Q3 2023 in Review

Bowman & Company sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q3 2023, closing a stake of 4,322 shares — an estimated $266K sold.

Bowman & Company first reported a position in CFO in Q2 2022 and held it in 5 quarters. The position peaked at $600K in Q4 2022. 70 funds tracked by Wall St. Rank hold CFO as of Q3 2023.

Bowman & Company reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q3 2023 after selling out during the quarter.
Bowman & Company sold 4,322 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q3 2023, an estimated $266K.
Bowman & Company first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q2 2022 and held it in 5 quarters.
Bowman & Company's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $600K in Q4 2022.
70 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q3 2023.

Based on Bowman & Company's 13F filing for Q3 2023, filed 5 Oct 2023.