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

IAG 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
-122
Closed -$8.51K – 511
2024
Q3 		$8.51K Hold
122
– – ﹤0.01% 363
2024
Q2 		$7.84K Buy
+122
New +$7.84K ﹤0.01% 356

Other funds holding CFO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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

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

IAG Wealth Partners sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q4 2024, closing a stake of 122 shares — an estimated $8.51K sold.

IAG Wealth Partners first reported a position in CFO in Q2 2024 and held it in 2 quarters. The position peaked at $8.51K in Q3 2024. 67 funds tracked by Wall St. Rank hold CFO as of Q4 2024.

  • IAG Wealth Partners reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q4 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 122 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q4 2024, an estimated $8.51K.
  • IAG Wealth Partners first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q2 2024 and held it in 2 quarters.
  • IAG Wealth Partners's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $8.51K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q4 2024.

Based on IAG Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.