CIBC Private Wealth Group’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

CIBC Private Wealth Group’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
2023 Q4	–	Sell	-5,933	Closed	-$350K	–	1155
2023 Q3	$350K	Hold	5,933	–	–	﹤0.01%	841
2023 Q2	$366K	Sell	5,933 -1,124	-16%	-$69.2K	﹤0.01%	744
2023 Q1	$440K	Hold	7,057	–	–	﹤0.01%	727
2022 Q4	$452K	Hold	7,057	–	–	﹤0.01%	630
2022 Q3	$453K	Hold	7,057	–	–	﹤0.01%	723
2022 Q2	$453K	Hold	7,057	–	–	﹤0.01%	722
2022 Q1	$523K	Hold	7,057	–	–	﹤0.01%	739
2021 Q4	$548K	Hold	7,057	–	–	﹤0.01%	755
2021 Q3	$502K	Hold	7,057	–	–	﹤0.01%	729
2021 Q2	$503K	Hold	7,057	–	–	﹤0.01%	799
2021 Q1	$474K	Hold	7,057	–	–	﹤0.01%	814
2020 Q4	$440K	Buy	+7,057	New	+$414K	﹤0.01%	794

Other funds holding CFO

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

CIBC Private Wealth Group's CFO Position: Q4 2023 in Review

CIBC Private Wealth Group sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q4 2023, closing a stake of 5,933 shares — an estimated $350K sold.

CIBC Private Wealth Group first reported a position in CFO in Q4 2020 and held it in 12 quarters. The position peaked at $548K in Q4 2021. 72 funds tracked by Wall St. Rank hold CFO as of Q4 2023.

CIBC Private Wealth Group reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q4 2023 after selling out during the quarter.
CIBC Private Wealth Group sold 5,933 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q4 2023, an estimated $350K.
CIBC Private Wealth Group first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2020 and held it in 12 quarters.
CIBC Private Wealth Group's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $548K in Q4 2021.
72 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q4 2023.

Based on CIBC Private Wealth Group's 13F filing for Q4 2023, filed 13 Feb 2024.