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

Cedar Brook Financial Partners’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
2024
Q2 		– Sell
-3,090
Closed -$204K – 75
2024
Q1 		$204K Buy
+3,090
New +$193K 0.04% 421
2023
Q4 		– Sell
-3,951
Closed -$233K – 422
2023
Q3 		$233K Buy
3,951
+15
+0.4% +$922 0.06% 310
2023
Q2 		$242K Buy
3,936
+11
+0.3% +$677 0.06% 331
2023
Q1 		$245K Sell
3,925
-22
-0.6% -$1.39K 0.06% 306
2022
Q4 		$253K Buy
3,947
+84
+2% +$5.54K 0.07% 290
2022
Q3 		$248K Buy
3,863
+12
+0.3% +$787 0.08% 274
2022
Q2 		$247K Buy
3,851
+5
+0.1% +$346 0.08% 282
2022
Q1 		$285K Sell
3,846
-11
-0.3% -$805 0.07% 295
2021
Q4 		$300K Sell
3,857
-487
-11% -$36.6K 0.08% 277
2021
Q3 		$309K Buy
4,344
+10
+0.2% +$731 0.09% 242
2021
Q2 		$309K Buy
4,334
+8
+0.2% +$563 0.09% 264
2021
Q1 		$291K Sell
4,326
-846
-16% -$54.7K 0.1% 229
2020
Q4 		$323K Sell
5,172
-48
-0.9% -$2.82K 0.11% 203
2020
Q3 		$284K Sell
5,220
-327
-6% -$17.6K 0.11% 208
2020
Q2 		$288K Buy
5,547
+8
+0.1% +$404 0.13% 194
2020
Q1 		$259K Sell
5,539
-2,601
-32% -$132K 0.14% 186
2019
Q4 		$428K Sell
8,140
-188
-2% -$9.51K 0.18% 153
2019
Q3 		$411K Buy
8,328
+26
+0.3% +$1.27K 0.18% 170
2019
Q2 		$406K Buy
8,302
+336
+4% +$16K 0.19% 166
2019
Q1 		$373K Buy
7,966
+24
+0.3% +$1.09K 0.18% 172
2018
Q4 		$349K Buy
+7,942
New +$378K 0.21% 152

Other funds holding CFO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Cedar Brook Financial Partners sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q2 2024, closing a stake of 3,090 shares — an estimated $204K sold.

Cedar Brook Financial Partners first reported a position in CFO in Q4 2018 and held it in 21 quarters. The position peaked at $428K in Q4 2019. 71 funds tracked by Wall St. Rank hold CFO as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 3,090 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q2 2024, an estimated $204K.
  • Cedar Brook Financial Partners first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2018 and held it in 21 quarters.
  • Cedar Brook Financial Partners's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $428K in Q4 2019.
  • 71 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2024.

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