Harvest Group Wealth Management’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Harvest Group Wealth Management’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	-42	Closed	-$3K	–	143
2020 Q4	$3K	Sell	42 -23	-35%	-$1.35K	﹤0.01%	291
2020 Q3	$4K	Hold	65	–	–	﹤0.01%	274
2020 Q2	$3K	Buy	65 +13	+25%	+$624	﹤0.01%	272
2020 Q1	$2K	Hold	52	–	–	﹤0.01%	304
2019 Q4	$2K	Buy	52 +11	+27%	+$597	﹤0.01%	584
2019 Q3	$2K	Hold	41	–	–	﹤0.01%	657
2019 Q2	$2K	Buy	+41	New	+$2.1K	﹤0.01%	514

Other funds holding CFA

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

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

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

Harvest Group Wealth Management's CFA Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2021, closing a stake of 42 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in CFA in Q2 2019 and held it in 7 quarters. The position peaked at $4K in Q3 2020. 66 funds tracked by Wall St. Rank hold CFA as of Q1 2021.

Harvest Group Wealth Management reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 42 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2021, an estimated $3K.
Harvest Group Wealth Management first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2019 and held it in 7 quarters.
Harvest Group Wealth Management's VictoryShares US 500 Volatility Wtd ETF position peaked at $4K in Q3 2020.
66 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.