CFD
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Creative Financial Designs’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Creative Financial Designs’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
Q4 		– Sell
-61
Closed -$3K – 549
2019
Q3 		$3K Buy
+61
New +$2.99K ﹤0.01% 516

Other funds holding CFO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Creative Financial Designs's CFO Position: Q4 2019 in Review

Creative Financial Designs sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q4 2019, closing a stake of 61 shares — an estimated $3K sold.

Creative Financial Designs first reported a position in CFO in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 66 funds tracked by Wall St. Rank hold CFO as of Q4 2019.

  • Creative Financial Designs reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q4 2019 after selling out during the quarter.
  • Creative Financial Designs sold 61 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q4 2019, an estimated $3K.
  • Creative Financial Designs first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q3 2019 and held it in 1 quarter.
  • Creative Financial Designs's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $3K in Q3 2019.
  • 66 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q4 2019.

Based on Creative Financial Designs's 13F filing for Q4 2019, filed 17 Jan 2020.