GAG
CFO icon

Goodman Advisory Group’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Goodman Advisory Group’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
2024
Q1 		– Sell
-160
Closed -$9.71K – 173
2023
Q4 		$9.71K Buy
+160
New +$9.34K ﹤0.01% 122

Other funds holding CFO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goodman Advisory Group's CFO Position: Q1 2024 in Review

Goodman Advisory Group sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q1 2024, closing a stake of 160 shares — an estimated $9.71K sold.

Goodman Advisory Group first reported a position in CFO in Q4 2023 and held it in 1 quarter. The position peaked at $9.71K in Q4 2023. 71 funds tracked by Wall St. Rank hold CFO as of Q1 2024.

  • Goodman Advisory Group reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q1 2024 after selling out during the quarter.
  • Goodman Advisory Group sold 160 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2024, an estimated $9.71K.
  • Goodman Advisory Group first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2023 and held it in 1 quarter.
  • Goodman Advisory Group's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $9.71K in Q4 2023.
  • 71 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2024.

Based on Goodman Advisory Group's 13F filing for Q1 2024, filed 15 May 2024.