Institutional & Family Asset Management’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Institutional & Family Asset Management’s Portfolio CFA Stock Details CFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-25	Closed	-$1K	–	820
2019 Q4	$1K	Sell	25 -156	-86%	-$8.47K	﹤0.01%	794
2019 Q3	$10K	Sell	181 -887	-83%	-$46.6K	﹤0.01%	475
2019 Q2	$56K	Sell	1,068 -5,971	-85%	-$306K	0.01%	300
2019 Q1	$353K	Buy	+7,039	New	+$341K	0.07%	139

Other funds holding CFA

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Institutional & Family Asset Management's CFA Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2020, closing a stake of 25 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in CFA in Q1 2019 and held it in 4 quarters. The position peaked at $353K in Q1 2019. 61 funds tracked by Wall St. Rank hold CFA as of Q1 2020.

Institutional & Family Asset Management reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q1 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 25 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2020, an estimated $1K.
Institutional & Family Asset Management first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2019 and held it in 4 quarters.
Institutional & Family Asset Management's VictoryShares US 500 Volatility Wtd ETF position peaked at $353K in Q1 2019.
61 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.