Eudaimonia Partners’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Eudaimonia Partners’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
2023 Q2	–	Sell	-22,862	Closed	-$1.57M	–	353
2023 Q1	$1.57M	Buy	22,862 +11,426	+100%	+$790K	0.38%	59
2022 Q4	$775K	Buy	11,436 +550	+5%	+$36.8K	0.19%	130
2022 Q3	$664K	Buy	+10,886	New	+$731K	0.17%	133
2021 Q2	–	Sell	-133	Closed	-$9K	–	524
2021 Q1	$9K	Buy	+133	New	+$8.59K	﹤0.01%	1184
2020 Q2	–	Sell	-742	Closed	-$31K	–	738
2020 Q1	$31K	Sell	742 -616	-45%	-$32.2K	0.01%	564
2019 Q4	$77K	Buy	+1,358	New	+$73.8K	0.03%	402

Other funds holding CFA

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Eudaimonia Partners's CFA Position: Q2 2023 in Review

Eudaimonia Partners sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q2 2023, closing a stake of 22,862 shares — an estimated $1.57M sold.

Eudaimonia Partners first reported a position in CFA in Q4 2019 and held it in 6 quarters. The position peaked at $1.57M in Q1 2023. 64 funds tracked by Wall St. Rank hold CFA as of Q2 2023.

Eudaimonia Partners reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q2 2023 after selling out during the quarter.
Eudaimonia Partners sold 22,862 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2023, an estimated $1.57M.
Eudaimonia Partners first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2019 and held it in 6 quarters.
Eudaimonia Partners's VictoryShares US 500 Volatility Wtd ETF position peaked at $1.57M in Q1 2023.
64 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2023.

Based on Eudaimonia Partners's 13F filing for Q2 2023, filed 19 Jul 2023.