Freedom Wealth Alliance’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Freedom Wealth Alliance’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
2023 Q3	$5.09M	Sell	86,447 -6,523	-7%	-$401K	8.38%	4
2023 Q2	$5.81M	Sell	92,970 -1,743	-2%	-$107K	8.11%	4
2023 Q1	$5.9M	Sell	94,713 -3,878	-4%	-$245K	8.87%	3
2022 Q4	$6.31M	Buy	+98,591	New	+$6.51M	8.9%	2

Other funds holding CFO

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

SOS

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return

Freedom Wealth Alliance's CFO Position: Q3 2023 in Review

Freedom Wealth Alliance reduced its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 7% in Q3 2023, selling an estimated $401K and leaving 86,447 shares worth $5.09M. The position accounts for 8.38% of the portfolio, ranked #4.

Freedom Wealth Alliance first reported a position in CFO in Q4 2022 and has held it in 4 quarters since. The position peaked at $6.31M in Q4 2022. 70 funds tracked by Wall St. Rank hold CFO as of Q3 2023.

Freedom Wealth Alliance held 86,447 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $5.09M as of Q3 2023.
Freedom Wealth Alliance sold 6,523 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q3 2023, an estimated $401K.
VictoryShares US 500 Enhanced Volatility Wtd ETF made up 8.38% of Freedom Wealth Alliance's portfolio in Q3 2023, its #4 holding.
Freedom Wealth Alliance first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2022 and has held it in 4 quarters since.
Freedom Wealth Alliance's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $6.31M in Q4 2022.
70 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.