Kelly Financial Services’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Kelly Financial Services’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
2021 Q2	–	Sell	-262	Closed	-$17.6K	–	641
2021 Q1	$17.6K	Hold	262	–	–	0.01%	238
2020 Q4	$16.3K	Buy	262 +2	+0.8%	+$117	0.01%	217
2020 Q3	$14.1K	Hold	260	–	–	0.01%	214
2020 Q2	$13.1K	Buy	260 +1	+0.4%	+$48	0.01%	206
2020 Q1	$11K	Buy	+259	New	+$13.6K	0.01%	199

Other funds holding CFA

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

PAG

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

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

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

RJFSA

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kelly Financial Services's CFA Position: Q2 2021 in Review

Kelly Financial Services sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q2 2021, closing a stake of 262 shares — an estimated $17.6K sold.

Kelly Financial Services first reported a position in CFA in Q1 2020 and held it in 5 quarters. The position peaked at $17.6K in Q1 2021. 63 funds tracked by Wall St. Rank hold CFA as of Q2 2021.

Kelly Financial Services reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q2 2021 after selling out during the quarter.
Kelly Financial Services sold 262 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2021, an estimated $17.6K.
Kelly Financial Services first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2020 and held it in 5 quarters.
Kelly Financial Services's VictoryShares US 500 Volatility Wtd ETF position peaked at $17.6K in Q1 2021.
63 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2021.

Based on Kelly Financial Services's 13F filing for Q2 2021, filed 17 Jul 2024.