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Cedar Brook Financial Partners’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Cedar Brook Financial Partners’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
2024
Q2 		– Sell
-3,047
Closed -$248K – 74
2024
Q1 		$248K Buy
3,047
+7
+0.2% +$539 0.05% 363
2023
Q4 		$226K Buy
3,040
+15
+0.5% +$1.05K 0.05% 359
2023
Q3 		$206K Buy
3,025
+8
+0.3% +$569 0.05% 343
2023
Q2 		$214K Buy
3,017
+9
+0.3% +$617 0.05% 369
2023
Q1 		$207K Buy
3,008
+8
+0.3% +$553 0.05% 359
2022
Q4 		$203K Sell
3,000
-970
-24% -$65K 0.06% 350
2022
Q3 		$242K Buy
3,970
+11
+0.3% +$738 0.08% 284
2022
Q2 		$254K Buy
3,959
+8
+0.2% +$552 0.08% 272
2022
Q1 		$293K Buy
3,951
+6
+0.2% +$439 0.08% 289
2021
Q4 		$306K Buy
3,945
+12
+0.3% +$901 0.08% 274
2021
Q3 		$280K Sell
3,933
-223
-5% -$16.3K 0.08% 259
2021
Q2 		$296K Buy
4,156
+991
+31% +$69.7K 0.09% 275
2021
Q1 		$212K Sell
3,165
-980
-24% -$63.3K 0.07% 300
2020
Q4 		$258K Buy
4,145
+12
+0.3% +$704 0.09% 244
2020
Q3 		$224K Buy
4,133
+8
+0.2% +$429 0.09% 250
2020
Q2 		$208K Buy
+4,125
New +$198K 0.09% 250
2020
Q1 		– Sell
-4,602
Closed -$260K – 257
2019
Q4 		$260K Buy
4,602
+15
+0.3% +$815 0.11% 232
2019
Q3 		$243K Buy
4,587
+11
+0.2% +$578 0.11% 238
2019
Q2 		$240K Buy
+4,576
New +$234K 0.11% 247

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
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
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 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
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cedar Brook Financial Partners's CFA Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q2 2024, closing a stake of 3,047 shares — an estimated $248K sold.

Cedar Brook Financial Partners first reported a position in CFA in Q2 2019 and held it in 19 quarters. The position peaked at $306K in Q4 2021. 65 funds tracked by Wall St. Rank hold CFA as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 3,047 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2024, an estimated $248K.
  • Cedar Brook Financial Partners first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2019 and held it in 19 quarters.
  • Cedar Brook Financial Partners's VictoryShares US 500 Volatility Wtd ETF position peaked at $306K in Q4 2021.
  • 65 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.