Golden State Wealth Management’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Golden State Wealth 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
2019 Q4	–	Sell	-675	Closed	-$33K	–	184
2019 Q3	$33K	Sell	675 -352	-34%	-$17.2K	0.01%	520
2019 Q2	$50K	Sell	1,027 -848	-45%	-$40.5K	0.02%	454
2019 Q1	$88K	Buy	+1,875	New	+$85.5K	0.03%	340

Other funds holding CFO

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

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

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

KFGK

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Golden State Wealth Management's CFO Position: Q4 2019 in Review

Golden State Wealth Management sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q4 2019, closing a stake of 675 shares — an estimated $33K sold.

Golden State Wealth Management first reported a position in CFO in Q1 2019 and held it in 3 quarters. The position peaked at $88K in Q1 2019. 66 funds tracked by Wall St. Rank hold CFO as of Q4 2019.

Golden State Wealth Management reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q4 2019 after selling out during the quarter.
Golden State Wealth Management sold 675 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q4 2019, an estimated $33K.
Golden State Wealth Management first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q1 2019 and held it in 3 quarters.
Golden State Wealth Management's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $88K in Q1 2019.
66 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.