Mid Atlantic Financial Management’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$896K	Buy	12,597 +18	+0.1%	+$1.31K	0.06%	285
2021 Q2	$897K	Sell	12,579 -418	-3%	-$29.4K	0.06%	279
2021 Q1	$873K	Buy	12,997 +319	+3%	+$20.6K	0.06%	275
2020 Q4	$791K	Sell	12,678 -1,667	-12%	-$97.9K	0.06%	284
2020 Q3	$838K	Buy	14,345 +154	+1%	+$8.3K	0.07%	245
2020 Q2	$736K	Sell	14,191 -4,780	-25%	-$241K	0.07%	245
2020 Q1	$885K	Buy	18,971 +12,341	+186%	+$627K	0.1%	184
2019 Q4	$349K	Buy	+6,630	New	+$335K	0.03%	483

Other funds holding CFO

RJFSA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Mid Atlantic Financial Management's CFO Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 0.14% in Q3 2021, buying an estimated $1.31K and bringing the position to 12,597 shares worth $896K. The position accounts for 0.06% of the portfolio, ranked #285.

Mid Atlantic Financial Management first reported a position in CFO in Q4 2019 and has held it in 8 quarters since. The position peaked at $897K in Q2 2021. 62 funds tracked by Wall St. Rank hold CFO as of Q3 2021.

Mid Atlantic Financial Management held 12,597 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $896K as of Q3 2021.
Mid Atlantic Financial Management bought 18 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q3 2021, an estimated $1.31K.
VictoryShares US 500 Enhanced Volatility Wtd ETF made up 0.06% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #285 holding.
Mid Atlantic Financial Management first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2019 and has held it in 8 quarters since.
Mid Atlantic Financial Management's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $897K in Q2 2021.
62 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.