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Calton & Associates’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Calton & Associates’s Portfolio CFA Stock Details CFA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$208K Buy
2025
Q4
$206K Buy
2025
Q3
$206K Buy
2025
Q2
– Sell
2025
Q1
$226K Buy
2024
Q4
$227K Sell
2024
Q3
$237K Sell
2024
Q2
$230K Sell
2024
Q1
$237K Sell
2023
Q4
$244K Buy
2023
Q3
– Sell
2023
Q2
$249K Sell
2023
Q1
$242K Buy
2022
Q4
$238K Sell
2022
Q3
$231K Sell
2022
Q2
$248K Sell
2022
Q1
$288K Buy
2021
Q4
$302K Buy
2021
Q3
$276K Sell
2021
Q2
$327K Sell
2021
Q1
$316K Buy
2020
Q4
$293K Sell
2020
Q3
$269K Sell
2020
Q2
$298K Sell
2020
Q1
$252K Sell
2019
Q4
$392K Buy
2019
Q3
$367K Buy
2019
Q2
$299K Buy
2019
Q1
$236K Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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