Janney Montgomery Scott’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Janney Montgomery Scott’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
2023 Q2	–	Sell	-5,168	Closed	-$355K	–	2639
2023 Q1	$355K	Sell	5,168 -819	-14%	-$56.6K	﹤0.01%	1948
2022 Q4	$406K	Buy	+5,987	New	+$401K	﹤0.01%	1908
2019 Q1	–	Sell	-5,318	Closed	-$234K	–	2009
2018 Q4	$234K	Sell	5,318 -309	-5%	-$14.7K	﹤0.01%	1693
2018 Q3	$291K	Sell	5,627 -245	-4%	-$12.6K	﹤0.01%	1733
2018 Q2	$290K	Sell	5,872 -81	-1%	-$4.01K	﹤0.01%	1668
2018 Q1	$291K	Buy	+5,953	New	+$296K	﹤0.01%	1608

Other funds holding CFA

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Janney Montgomery Scott's CFA Position: Q2 2023 in Review

Janney Montgomery Scott sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q2 2023, closing a stake of 5,168 shares — an estimated $355K sold.

Janney Montgomery Scott first reported a position in CFA in Q1 2018 and held it in 6 quarters. The position peaked at $406K in Q4 2022. 64 funds tracked by Wall St. Rank hold CFA as of Q2 2023.

Janney Montgomery Scott reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q2 2023 after selling out during the quarter.
Janney Montgomery Scott sold 5,168 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2023, an estimated $355K.
Janney Montgomery Scott first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2018 and held it in 6 quarters.
Janney Montgomery Scott's VictoryShares US 500 Volatility Wtd ETF position peaked at $406K in Q4 2022.
64 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2023.

Based on Janney Montgomery Scott's 13F filing for Q2 2023, filed 26 Jul 2023.