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Gradient Investments’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Gradient Investments’s Portfolio CFA Stock Details CFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,165
Closed -$63K – 1164
2020
Q4 		$63K Hold
1,165
– – ﹤0.01% 370
2020
Q3 		$63K Buy
+1,165
New +$62.5K ﹤0.01% 372

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments's CFA Position: Q1 2021 in Review

Gradient Investments sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2021, closing a stake of 1,165 shares — an estimated $63K sold.

Gradient Investments first reported a position in CFA in Q3 2020 and held it in 2 quarters. The position peaked at $63K in Q4 2020. 66 funds tracked by Wall St. Rank hold CFA as of Q1 2021.

  • Gradient Investments reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q1 2021 after selling out during the quarter.
  • Gradient Investments sold 1,165 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2021, an estimated $63K.
  • Gradient Investments first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q3 2020 and held it in 2 quarters.
  • Gradient Investments's VictoryShares US 500 Volatility Wtd ETF position peaked at $63K in Q4 2020.
  • 66 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2021.

Based on Gradient Investments's 13F filing for Q1 2021, filed 21 Apr 2021.