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Financial Advocates Investment Management’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Financial Advocates Investment 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
2018
Q4 		– Sell
-5,232
Closed -$271K – 436
2018
Q3 		$271K Buy
+5,232
New +$269K 0.03% 416

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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Advocates Investment Management's CFO Position: Q4 2018 in Review

Financial Advocates Investment Management sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q4 2018, closing a stake of 5,232 shares — an estimated $271K sold.

Financial Advocates Investment Management first reported a position in CFO in Q3 2018 and held it in 1 quarter. The position peaked at $271K in Q3 2018. 72 funds tracked by Wall St. Rank hold CFO as of Q4 2018.

  • Financial Advocates Investment Management reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q4 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,232 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q4 2018, an estimated $271K.
  • Financial Advocates Investment Management first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q3 2018 and held it in 1 quarter.
  • Financial Advocates Investment Management's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $271K in Q3 2018.
  • 72 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q4 2018.

Based on Financial Advocates Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.