CS
CFO icon

Capital Square’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Capital Square’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
2020
Q2 		– Sell
-800
Closed -$37K – 162
2020
Q1 		$37K Buy
+800
New +$40.7K 0.04% 234

Other funds holding CFO

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Square's CFO Position: Q2 2020 in Review

Capital Square sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q2 2020, closing a stake of 800 shares — an estimated $37K sold.

Capital Square first reported a position in CFO in Q1 2020 and held it in 1 quarter. The position peaked at $37K in Q1 2020. 57 funds tracked by Wall St. Rank hold CFO as of Q2 2020.

  • Capital Square reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Square sold 800 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q2 2020, an estimated $37K.
  • Capital Square first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q1 2020 and held it in 1 quarter.
  • Capital Square's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $37K in Q1 2020.
  • 57 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2020.

Based on Capital Square's 13F filing for Q2 2020, filed 27 Jul 2020.