Mariner
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Mariner’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Mariner’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
Q4 		– Sell
-4,023
Closed -$237K – 3065
2023
Q3 		$237K Buy
+4,023
New +$247K ﹤0.01% 2368

Other funds holding CFO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Mariner's CFO Position: Q4 2023 in Review

Mariner sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q4 2023, closing a stake of 4,023 shares — an estimated $237K sold.

Mariner first reported a position in CFO in Q3 2023 and held it in 1 quarter. The position peaked at $237K in Q3 2023. 72 funds tracked by Wall St. Rank hold CFO as of Q4 2023.

  • Mariner reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q4 2023 after selling out during the quarter.
  • Mariner sold 4,023 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q4 2023, an estimated $237K.
  • Mariner first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q3 2023 and held it in 1 quarter.
  • Mariner's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $237K in Q3 2023.
  • 72 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q4 2023.

Based on Mariner's 13F filing for Q4 2023, filed 14 Feb 2024.