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Hochman Cole Investment Advisors’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$1.32M Sell
18,551
-1,050
-5% -$76.7K 0.52% 42
2021
Q2 		$1.4M Sell
19,601
-2,972
-13% -$209K 0.56% 36
2021
Q1 		$1.52M Buy
22,573
+45
+0.2% +$2.91K 0.64% 36
2020
Q4 		$1.41M Sell
22,528
-400
-2% -$23.5K 0.61% 34
2020
Q3 		$1.25M Sell
22,928
-3,984
-15% -$215K 0.61% 34
2020
Q2 		$1.4M Buy
26,912
+1,051
+4% +$53K 0.77% 30
2020
Q1 		$1.21M Buy
25,861
+2,683
+12% +$136K 0.83% 31
2019
Q4 		$1.22M Buy
23,178
+200
+0.9% +$10.1K 0.66% 37
2019
Q3 		$1.13M Buy
22,978
+679
+3% +$33.2K 0.71% 35
2019
Q2 		$1.09M Sell
22,299
-57
-0.3% -$2.72K 0.65% 36
2019
Q1 		$1.04M Buy
22,356
+8,810
+65% +$402K 0.62% 37
2018
Q4 		$595K Buy
13,546
+9,168
+209% +$436K 0.41% 52
2018
Q3 		$226K Hold
4,378
– – 0.14% 100
2018
Q2 		$216K Buy
4,378
+224
+5% +$11.1K 0.14% 98
2018
Q1 		$203K Hold
4,154
– – 0.14% 95
2017
Q4 		$203K Sell
4,154
-648
-13% -$30.7K 0.13% 98
2017
Q3 		$219K Sell
4,802
-1,134
-19% -$50.5K 0.14% 88
2017
Q2 		$262K Sell
5,936
-1,256
-17% -$54.4K 0.18% 76
2017
Q1 		$307K Buy
7,192
+656
+10% +$27.5K 0.22% 67
2016
Q4 		$263K Sell
6,536
-220
-3% -$8.63K 0.19% 74
2016
Q3 		$261K Buy
+6,756
New +$260K 0.19% 68

Other funds holding CFO

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Hochman Cole Investment Advisors's CFO Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 5.4% in Q3 2021, selling an estimated $76.7K and leaving 18,551 shares worth $1.32M. The position accounts for 0.52% of the portfolio, ranked #42.

Hochman Cole Investment Advisors first reported a position in CFO in Q3 2016 and has held it in 21 quarters since. The position peaked at $1.52M in Q1 2021. 62 funds tracked by Wall St. Rank hold CFO as of Q3 2021.

  • Hochman Cole Investment Advisors held 18,551 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $1.32M as of Q3 2021.
  • Hochman Cole Investment Advisors sold 1,050 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q3 2021, an estimated $76.7K.
  • VictoryShares US 500 Enhanced Volatility Wtd ETF made up 0.52% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #42 holding.
  • Hochman Cole Investment Advisors first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q3 2016 and has held it in 21 quarters since.
  • Hochman Cole Investment Advisors's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $1.52M in Q1 2021.
  • 62 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.