Guidance Capital’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Guidance Capital’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 Q2	–	Sell	-8,463	Closed	-$531K	–	171
2024 Q1	$531K	Sell	8,463 -2,914	-26%	-$182K	0.2%	112
2023 Q4	$691K	Sell	11,377 -9,439	-45%	-$551K	0.27%	77
2023 Q3	$1.2M	Sell	20,816 -190	-0.9%	-$11.7K	0.54%	31
2023 Q2	$1.3M	Buy	+21,006	New	+$1.29M	0.57%	33

Other funds holding CFO

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

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

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

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Guidance Capital's CFO Position: Q2 2024 in Review

Guidance Capital sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q2 2024, closing a stake of 8,463 shares — an estimated $531K sold.

Guidance Capital first reported a position in CFO in Q2 2023 and held it in 4 quarters. The position peaked at $1.3M in Q2 2023. 71 funds tracked by Wall St. Rank hold CFO as of Q2 2024.

Guidance Capital reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q2 2024 after selling out during the quarter.
Guidance Capital sold 8,463 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q2 2024, an estimated $531K.
Guidance Capital first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q2 2023 and held it in 4 quarters.
Guidance Capital's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $1.3M in Q2 2023.
71 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2024.

Based on Guidance Capital's 13F filing for Q2 2024, filed 1 Aug 2024.