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

MML Investors Services’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 Q3	–	Sell	-3,735	Closed	-$230K	–	2308
2023 Q2	$230K	Buy	+3,735	New	+$230K	﹤0.01%	2089
2019 Q4	–	Sell	-8,238	Closed	-$406K	–	1507
2019 Q3	$406K	Buy	8,238 +950	+13%	+$46.5K	0.01%	1030
2019 Q2	$356K	Buy	7,288 +211	+3%	+$10.1K	0.01%	1190
2019 Q1	$331K	Sell	7,077 -1,312	-16%	-$59.8K	0.01%	1219
2018 Q4	$368K	Sell	8,389 -2,543	-23%	-$121K	0.01%	1066
2018 Q3	$565K	Buy	10,932 +4,708	+76%	+$242K	0.01%	939
2018 Q2	$308K	Buy	6,224 +854	+16%	+$42.2K	0.01%	1072
2018 Q1	$262K	Buy	5,370 +295	+6%	+$14.7K	0.01%	1139
2017 Q4	$248K	Sell	5,075 -172	-3%	-$8.14K	﹤0.01%	1184
2017 Q3	$239K	Sell	5,247 -508	-9%	-$22.6K	﹤0.01%	1122
2017 Q2	$254K	Buy	+5,755	New	+$249K	﹤0.01%	1063

Other funds holding CFO

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

KFGK

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

MML Investors Services's CFO Position: Q3 2023 in Review

MML Investors Services sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q3 2023, closing a stake of 3,735 shares — an estimated $230K sold.

MML Investors Services first reported a position in CFO in Q2 2017 and held it in 11 quarters. The position peaked at $565K in Q3 2018. 70 funds tracked by Wall St. Rank hold CFO as of Q3 2023.

MML Investors Services reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q3 2023 after selling out during the quarter.
MML Investors Services sold 3,735 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q3 2023, an estimated $230K.
MML Investors Services first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q2 2017 and held it in 11 quarters.
MML Investors Services's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $565K in Q3 2018.
70 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q3 2023.

Based on MML Investors Services's 13F filing for Q3 2023, filed 14 Nov 2023.