Meeder Asset Management’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Meeder Asset Management’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
2022 Q4	–	Sell	-985	Closed	-$60K	–	992
2022 Q3	$60K	Hold	985	–	–	﹤0.01%	809
2022 Q2	$63K	Hold	985	–	–	﹤0.01%	818
2022 Q1	$73K	Hold	985	–	–	﹤0.01%	870
2021 Q4	$77K	Hold	985	–	–	0.01%	439
2021 Q3	$70K	Hold	985	–	–	﹤0.01%	995
2021 Q2	$70K	Hold	985	–	–	﹤0.01%	1017
2021 Q1	$66K	Buy	+985	New	+$63.6K	﹤0.01%	1024

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Meeder Asset Management's CFA Position: Q4 2022 in Review

Meeder Asset Management sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q4 2022, closing a stake of 985 shares — an estimated $60K sold.

Meeder Asset Management first reported a position in CFA in Q1 2021 and held it in 7 quarters. The position peaked at $77K in Q4 2021. 61 funds tracked by Wall St. Rank hold CFA as of Q4 2022.

Meeder Asset Management reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 985 VictoryShares US 500 Volatility Wtd ETF shares in Q4 2022, an estimated $60K.
Meeder Asset Management first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2021 and held it in 7 quarters.
Meeder Asset Management's VictoryShares US 500 Volatility Wtd ETF position peaked at $77K in Q4 2021.
61 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.