Hibernia Wealth Partners’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Hibernia Wealth Partners’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
2024 Q4	–	Sell	-7,615	Closed	-$656K	–	67
2024 Q3	$656K	Buy	+7,615	New	+$626K	0.2%	52
2024 Q2	–	Sell	-7,751	Closed	-$631K	–	92
2024 Q1	$631K	Buy	7,751 +126	+2%	+$9.7K	0.43%	34
2023 Q4	$569K	Sell	7,625 -2,134	-22%	-$149K	0.43%	31
2023 Q3	$664K	Buy	+9,759	New	+$694K	0.51%	28

Other funds holding CFA

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

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

Hibernia Wealth Partners's CFA Position: Q4 2024 in Review

Hibernia Wealth Partners sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q4 2024, closing a stake of 7,615 shares — an estimated $656K sold.

Hibernia Wealth Partners first reported a position in CFA in Q3 2023 and held it in 4 quarters. The position peaked at $664K in Q3 2023. 69 funds tracked by Wall St. Rank hold CFA as of Q4 2024.

Hibernia Wealth Partners reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q4 2024 after selling out during the quarter.
Hibernia Wealth Partners sold 7,615 VictoryShares US 500 Volatility Wtd ETF shares in Q4 2024, an estimated $656K.
Hibernia Wealth Partners first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q3 2023 and held it in 4 quarters.
Hibernia Wealth Partners's VictoryShares US 500 Volatility Wtd ETF position peaked at $664K in Q3 2023.
69 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q4 2024.

Based on Hibernia Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.