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

Institutional & Family Asset Management’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
2019 Q3	–	Sell	-20	Closed	-$1K	–	840
2019 Q2	$1K	Sell	20 -1,115	-98%	-$53.2K	﹤0.01%	788
2019 Q1	$53K	Buy	+1,135	New	+$51.7K	0.01%	320
2018 Q4	–	Sell	-221	Closed	-$11K	–	827
2018 Q3	$11K	Buy	+221	New	+$11.3K	﹤0.01%	515

Other funds holding CFO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJFSA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Institutional & Family Asset Management's CFO Position: Q3 2019 in Review

Institutional & Family Asset Management sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q3 2019, closing a stake of 20 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in CFO in Q3 2018 and held it in 3 quarters. The position peaked at $53K in Q1 2019. 69 funds tracked by Wall St. Rank hold CFO as of Q3 2019.

Institutional & Family Asset Management reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q3 2019 after selling out during the quarter.
Institutional & Family Asset Management sold 20 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q3 2019, an estimated $1K.
Institutional & Family Asset Management first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q3 2018 and held it in 3 quarters.
Institutional & Family Asset Management's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $53K in Q1 2019.
69 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q3 2019.

Based on Institutional & Family Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.