HighTower Advisors’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

HighTower Advisors’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 Q4	–	Sell	-9,676	Closed	-$568K	–	3662
2023 Q3	$568K	Sell	9,676 -17,663	-65%	-$1.09M	﹤0.01%	2149
2023 Q2	$1.68M	Buy	27,339 +28	+0.1%	+$1.72K	﹤0.01%	1450
2023 Q1	$1.7M	Sell	27,311 -10,268	-27%	-$648K	﹤0.01%	1378
2022 Q4	$2.41M	Buy	37,579 +29,833	+385%	+$1.97M	0.01%	1190
2022 Q3	$497K	Buy	7,746 +165	+2%	+$10.8K	﹤0.01%	2033
2022 Q2	$487K	Buy	+7,581	New	+$525K	﹤0.01%	2070

Other funds holding CFO

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

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

RJFSA

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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

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

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

IWC

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

HighTower Advisors's CFO Position: Q4 2023 in Review

HighTower Advisors sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q4 2023, closing a stake of 9,676 shares — an estimated $568K sold.

HighTower Advisors first reported a position in CFO in Q2 2022 and held it in 6 quarters. The position peaked at $2.41M in Q4 2022. 72 funds tracked by Wall St. Rank hold CFO as of Q4 2023.

HighTower Advisors reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q4 2023 after selling out during the quarter.
HighTower Advisors sold 9,676 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q4 2023, an estimated $568K.
HighTower Advisors first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q2 2022 and held it in 6 quarters.
HighTower Advisors's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $2.41M in Q4 2022.
72 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q4 2023.

Based on HighTower Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.