Cornerstone Wealth Management’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Cornerstone Wealth Management’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
2019 Q2	–	Sell	-4,851	Closed	-$265K	–	386
2019 Q1	$265K	Sell	4,851 -23,067	-83%	-$1.05M	0.03%	418
2018 Q4	$1.23M	Sell	27,918 -4,041,810	-99%	-$192M	0.26%	80
2018 Q3	$88.4M	Buy	4,069,728 +1,846,471	+83%	+$94.8M	1.11%	16
2018 Q2	$45M	Buy	2,223,257 +2,178,625	+4,881%	+$108M	0.51%	42
2018 Q1	$2.13M	Sell	44,632 -53,779	-55%	-$2.67M	0.41%	47
2017 Q4	$4.9M	Buy	98,411 +10,054	+11%	+$476K	0.92%	20
2017 Q3	$4.07M	Sell	88,357 -36	-0%	-$1.6K	0.84%	20
2017 Q2	$3.9M	Buy	88,393 +1,448	+2%	+$62.7K	0.87%	19
2017 Q1	$3.67M	Buy	86,945 +11,635	+15%	+$488K	0.91%	20
2016 Q4	$3.06M	Buy	+75,310	New	+$2.95M	0.98%	21

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

PAG

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

Cornerstone Wealth Management's CFO Position: Q2 2019 in Review

Cornerstone Wealth Management sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q2 2019, closing a stake of 4,851 shares — an estimated $265K sold.

Cornerstone Wealth Management first reported a position in CFO in Q4 2016 and held it in 10 quarters. The position peaked at $88.4M in Q3 2018. 68 funds tracked by Wall St. Rank hold CFO as of Q2 2019.

Cornerstone Wealth Management reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q2 2019 after selling out during the quarter.
Cornerstone Wealth Management sold 4,851 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q2 2019, an estimated $265K.
Cornerstone Wealth Management first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2016 and held it in 10 quarters.
Cornerstone Wealth Management's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $88.4M in Q3 2018.
68 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2019.

Based on Cornerstone Wealth Management's 13F filing for Q2 2019, filed 2 Aug 2019.