Cetera Advisors’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Cetera Advisors’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 Q1	$347K	Sell	4,261 -230	-5%	-$17.7K	﹤0.01%	1840
2023 Q4	$335K	Buy	4,491 +200	+5%	+$13.9K	﹤0.01%	1363
2023 Q3	$292K	Buy	+4,291	New	+$305K	﹤0.01%	1331
2019 Q4	–	Sell	-4,323	Closed	-$228K	–	920
2019 Q3	$228K	Sell	4,323 -1	-0%	-$53	0.01%	783
2019 Q2	$226K	Buy	+4,324	New	+$221K	0.01%	813
2018 Q4	–	Sell	-4,725	Closed	-$245K	–	863
2018 Q3	$245K	Sell	4,725 -10	-0.2%	-$514	0.01%	803
2018 Q2	$233K	Buy	+4,735	New	+$234K	0.01%	757

Other funds holding CFA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Advisors's CFA Position: Q1 2024 in Review

Cetera Advisors reduced its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 5.1% in Q1 2024, selling an estimated $17.7K and leaving 4,261 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1840.

Cetera Advisors first reported a position in CFA in Q2 2018 and has held it in 7 quarters since. 66 funds tracked by Wall St. Rank hold CFA as of Q1 2024.

Cetera Advisors held 4,261 shares of VictoryShares US 500 Volatility Wtd ETF worth $347K as of Q1 2024.
Cetera Advisors sold 230 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2024, an estimated $17.7K.
VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1840 holding.
Cetera Advisors first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2018 and has held it in 7 quarters since.
66 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.