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

Gradient Investments’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 Q1	–	Sell	-839	Closed	-$53.7K	–	1531
2022 Q4	$53.7K	Hold	839	–	–	﹤0.01%	489
2022 Q3	$54K	Hold	839	–	–	﹤0.01%	465
2022 Q2	$54K	Buy	+839	New	+$58.1K	﹤0.01%	461
2020 Q1	–	Sell	-200	Closed	-$11K	–	1104
2019 Q4	$11K	Hold	200	–	–	﹤0.01%	665
2019 Q3	$10K	Hold	200	–	–	﹤0.01%	660
2019 Q2	$10K	Hold	200	–	–	﹤0.01%	639
2019 Q1	$9K	Hold	200	–	–	﹤0.01%	564
2018 Q4	$9K	Buy	+200	New	+$9.52K	﹤0.01%	598

Other funds holding CFO

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

RJFSA

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gradient Investments's CFO Position: Q1 2023 in Review

Gradient Investments sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q1 2023, closing a stake of 839 shares — an estimated $53.7K sold.

Gradient Investments first reported a position in CFO in Q4 2018 and held it in 8 quarters. The position peaked at $54K in Q3 2022. 81 funds tracked by Wall St. Rank hold CFO as of Q1 2023.

Gradient Investments reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q1 2023 after selling out during the quarter.
Gradient Investments sold 839 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2023, an estimated $53.7K.
Gradient Investments first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2018 and held it in 8 quarters.
Gradient Investments's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $54K in Q3 2022.
81 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.