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

Hibernia Wealth Partners’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 Q4	–	Sell	-3,407	Closed	-$238K	–	68
2024 Q3	$238K	Buy	+3,407	New	+$227K	0.07%	108
2024 Q2	–	Sell	-3,740	Closed	-$247K	–	93
2024 Q1	$247K	Sell	3,740 -587	-14%	-$36.6K	0.17%	68
2023 Q4	$263K	Sell	4,327 -3,287	-43%	-$192K	0.2%	53
2023 Q3	$449K	Buy	+7,614	New	+$468K	0.35%	37

Other funds holding CFO

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Hibernia Wealth Partners sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q4 2024, closing a stake of 3,407 shares — an estimated $238K sold.

Hibernia Wealth Partners first reported a position in CFO in Q3 2023 and held it in 4 quarters. The position peaked at $449K in Q3 2023. 67 funds tracked by Wall St. Rank hold CFO as of Q4 2024.

Hibernia Wealth Partners reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q4 2024 after selling out during the quarter.
Hibernia Wealth Partners sold 3,407 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q4 2024, an estimated $238K.
Hibernia Wealth Partners first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q3 2023 and held it in 4 quarters.
Hibernia Wealth Partners's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $449K in Q3 2023.
67 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q4 2024.

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