EWM
CFA icon

EPG Wealth Management’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

EPG Wealth Management’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
2020
Q1 		– Sell
-3,025
Closed -$171K – 781
2019
Q4 		$171K Buy
+3,025
New +$164K 0.13% 112

Other funds holding CFA

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EPG Wealth Management's CFA Position: Q1 2020 in Review

EPG Wealth Management sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2020, closing a stake of 3,025 shares — an estimated $171K sold.

EPG Wealth Management first reported a position in CFA in Q4 2019 and held it in 1 quarter. The position peaked at $171K in Q4 2019. 61 funds tracked by Wall St. Rank hold CFA as of Q1 2020.

  • EPG Wealth Management reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q1 2020 after selling out during the quarter.
  • EPG Wealth Management sold 3,025 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2020, an estimated $171K.
  • EPG Wealth Management first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2019 and held it in 1 quarter.
  • EPG Wealth Management's VictoryShares US 500 Volatility Wtd ETF position peaked at $171K in Q4 2019.
  • 61 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2020.

Based on EPG Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.