CA
CFO icon

CoreCap Advisors’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

CoreCap Advisors’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
-35
Closed -$2.31K – 1768
2024
Q1 		$2.31K Buy
+35
New +$2.18K ﹤0.01% 2097

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

CoreCap Advisors's CFO Position: Q2 2024 in Review

CoreCap Advisors sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q2 2024, closing a stake of 35 shares — an estimated $2.31K sold.

CoreCap Advisors first reported a position in CFO in Q1 2024 and held it in 1 quarter. The position peaked at $2.31K in Q1 2024. 71 funds tracked by Wall St. Rank hold CFO as of Q2 2024.

  • CoreCap Advisors reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q2 2024 after selling out during the quarter.
  • CoreCap Advisors sold 35 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q2 2024, an estimated $2.31K.
  • CoreCap Advisors first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q1 2024 and held it in 1 quarter.
  • CoreCap Advisors's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $2.31K in Q1 2024.
  • 71 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2024.

Based on CoreCap Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.