MML Investors Services’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

MML Investors 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
2023 Q1	–	Sell	-4,332	Closed	-$293K	–	2111
2022 Q4	$293K	Buy	+4,332	New	+$290K	﹤0.01%	1793
2022 Q1	–	Sell	-2,598	Closed	-$202K	–	2065
2021 Q4	$202K	Sell	2,598 -245	-9%	-$18.4K	﹤0.01%	1921
2021 Q3	$202K	Buy	+2,843	New	+$208K	﹤0.01%	1863
2021 Q1	–	Sell	-3,460	Closed	-$216K	–	1801
2020 Q4	$216K	Buy	+3,460	New	+$203K	﹤0.01%	1560
2017 Q2	–	Sell	-13,487	Closed	-$566K	–	1282
2017 Q1	$566K	Buy	+13,487	New	+$566K	0.01%	410

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RJFSA

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

MML Investors Services's CFA Position: Q1 2023 in Review

MML Investors Services sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2023, closing a stake of 4,332 shares — an estimated $293K sold.

MML Investors Services first reported a position in CFA in Q1 2017 and held it in 5 quarters. The position peaked at $566K in Q1 2017. 58 funds tracked by Wall St. Rank hold CFA as of Q1 2023.

MML Investors Services reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q1 2023 after selling out during the quarter.
MML Investors Services sold 4,332 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2023, an estimated $293K.
MML Investors Services first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2017 and held it in 5 quarters.
MML Investors Services's VictoryShares US 500 Volatility Wtd ETF position peaked at $566K in Q1 2017.
58 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2023.

Based on MML Investors Services's 13F filing for Q1 2023, filed 12 May 2023.