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

MONECO Advisors’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
-43,382
Closed -$2.67M – 337
2023
Q2 		$2.67M Buy
43,382
+300
+0.7% +$18.5K 0.73% 24
2023
Q1 		$2.68M Buy
43,082
+1,509
+4% +$95.2K 0.79% 21
2022
Q4 		$2.66M Buy
41,573
+4,395
+12% +$290K 0.96% 21
2022
Q3 		$2.38M Sell
37,178
-10,685
-22% -$701K 0.95% 22
2022
Q2 		$3.08M Buy
47,863
+2,997
+7% +$208K 1.19% 17
2022
Q1 		$3.32M Buy
44,866
+2,975
+7% +$218K 1.22% 17
2021
Q4 		$3.08M Buy
41,891
+3,490
+9% +$262K 1.16% 16
2021
Q3 		$2.73M Buy
38,401
+2,428
+7% +$177K 1.08% 18
2021
Q2 		$2.57M Buy
35,973
+11,695
+48% +$823K 1.18% 19
2021
Q1 		$1.63M Buy
24,278
+9,402
+63% +$608K 0.79% 29
2020
Q4 		$953K Sell
14,876
-48
-0.3% -$2.82K 0.53% 48
2020
Q3 		$812K Buy
14,924
+901
+6% +$48.6K 0.52% 45
2020
Q2 		$727K Sell
14,023
-6,521
-32% -$329K 0.57% 40
2020
Q1 		$959K Buy
20,544
+11,215
+120% +$570K 0.98% 22
2019
Q4 		$503K Buy
9,329
+1,368
+17% +$69.2K 0.36% 63
2019
Q3 		$393K Sell
7,961
-348
-4% -$17K 0.31% 78
2019
Q2 		$406K Buy
8,309
+2
+0% +$95 0.33% 73
2019
Q1 		$388K Buy
8,307
+817
+11% +$37.2K 0.31% 79
2018
Q4 		$329K Buy
+7,490
New +$356K 0.38% 58

Other funds holding CFO

LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return

MONECO Advisors's CFO Position: Q3 2023 in Review

MONECO Advisors sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q3 2023, closing a stake of 43,382 shares — an estimated $2.67M sold.

MONECO Advisors first reported a position in CFO in Q4 2018 and held it in 19 quarters. The position peaked at $3.32M in Q1 2022. 70 funds tracked by Wall St. Rank hold CFO as of Q3 2023.

  • MONECO Advisors reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q3 2023 after selling out during the quarter.
  • MONECO Advisors sold 43,382 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q3 2023, an estimated $2.67M.
  • MONECO Advisors first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2018 and held it in 19 quarters.
  • MONECO Advisors's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $3.32M in Q1 2022.
  • 70 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q3 2023.

Based on MONECO Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.