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

Lumature 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
2023 Q2	$2.9M	Sell	47,016 -61,584	-57%	-$3.79M	1.72%	10
2023 Q1	$6.77M	Buy	108,600 +9,056	+9%	+$571K	3.79%	5
2022 Q4	$6.37M	Buy	99,544 +3,602	+4%	+$238K	3.56%	4
2022 Q3	$6.16M	Buy	95,942 +31,098	+48%	+$2.04M	3.3%	4
2022 Q2	$4.17M	Buy	+64,844	New	+$4.49M	1.86%	11

Other funds holding CFO

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 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

KFGK

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Lumature Wealth Partners's CFO Position: Q2 2023 in Review

Lumature Wealth Partners reduced its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 57% in Q2 2023, selling an estimated $3.79M and leaving 47,016 shares worth $2.9M. The position accounts for 1.72% of the portfolio, ranked #10.

Lumature Wealth Partners first reported a position in CFO in Q2 2022 and has held it in 5 quarters since. The position peaked at $6.77M in Q1 2023. 76 funds tracked by Wall St. Rank hold CFO as of Q2 2023.

Lumature Wealth Partners held 47,016 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $2.9M as of Q2 2023.
Lumature Wealth Partners sold 61,584 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q2 2023, an estimated $3.79M.
VictoryShares US 500 Enhanced Volatility Wtd ETF made up 1.72% of Lumature Wealth Partners's portfolio in Q2 2023, its #10 holding.
Lumature Wealth Partners first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q2 2022 and has held it in 5 quarters since.
Lumature Wealth Partners's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $6.77M in Q1 2023.
76 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.