EWA
EverSource Wealth Advisors’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75 | Hold |
1
| – | – | ﹤0.01% | 4152 |
|
|
2025
Q1 | $72 | Hold |
1
| – | – | ﹤0.01% | 3862 |
|
|
2024
Q4 | $91 | Hold |
1
| – | – | ﹤0.01% | 3564 |
|
|
2024
Q3 | $92 | Hold |
1
| – | – | ﹤0.01% | 2983 |
|
|
2024
Q2 | $88 | Sell |
1
-3,071
| -100% | -$270K | ﹤0.01% | 2998 |
|
|
2024
Q1 | $193K | Sell |
3,072
-1,835
| -37% | -$115K | 0.02% | 502 |
|
|
2023
Q4 | $298K | Sell |
4,907
-6,118
| -55% | -$371K | 0.03% | 341 |
|
|
2023
Q3 | $650K | Sell |
11,025
-2,112
| -16% | -$124K | 0.07% | 199 |
|
|
2023
Q2 | $809K | Sell |
13,137
-6,142
| -32% | -$378K | 0.09% | 177 |
|
|
2023
Q1 | $1.2M | Buy |
19,279
+1,011
| +6% | +$63K | 0.15% | 125 |
|
|
2022
Q4 | $1.17M | Buy |
18,268
+889
| +5% | +$56.9K | 0.18% | 105 |
|
|
2022
Q3 | $1.12M | Sell |
17,379
-70
| -0.4% | -$4.49K | 0.26% | 75 |
|
|
2022
Q2 | $1.12M | Buy |
17,449
+4,140
| +31% | +$266K | 0.29% | 63 |
|
|
2022
Q1 | $986K | Buy |
13,309
+2,268
| +21% | +$168K | 0.25% | 71 |
|
|
2021
Q4 | $858K | Buy |
+11,041
| New | +$858K | 0.24% | 68 |
|