HWM
Horizons Wealth Management’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Hold |
1,599
| – | – | 0.08% | 77 |
|
|
2025
Q1 | $110K | Hold |
1,599
| – | – | 0.08% | 74 |
|
|
2024
Q4 | $110K | Hold |
1,599
| – | – | 0.08% | 73 |
|
|
2024
Q3 | $112K | Hold |
1,599
| – | – | 0.09% | 76 |
|
|
2024
Q2 | $105K | Sell |
1,599
-833
| -34% | -$54.6K | 0.08% | 77 |
|
|
2024
Q1 | $148K | Hold |
2,432
| – | – | 0.1% | 68 |
|
|
2023
Q4 | $148K | Sell |
2,432
-14,685
| -86% | -$891K | 0.1% | 68 |
|
|
2023
Q3 | $1.01M | Sell |
17,117
-674
| -4% | -$39.7K | 0.74% | 21 |
|
|
2023
Q2 | $1.1M | Sell |
17,791
-1,017
| -5% | -$62.7K | 0.78% | 22 |
|
|
2023
Q1 | $1.17M | Sell |
18,808
-297
| -2% | -$18.5K | 0.86% | 22 |
|
|
2022
Q4 | $1.22M | Sell |
19,105
-316
| -2% | -$20.2K | 0.98% | 21 |
|
|
2022
Q3 | $1.25M | Sell |
19,421
-61
| -0.3% | -$3.91K | 1.15% | 17 |
|
|
2022
Q2 | $1.3M | Buy |
+19,482
| New | +$1.3M | 1.06% | 17 |
|