Newbridge Financial Services Group’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Newbridge Financial Services Group’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
2022 Q2	–	Sell	-1,841	Closed	-$136K	–	1382
2022 Q1	$136K	Hold	1,841	–	–	0.07%	249
2021 Q4	$143K	Buy	1,841 +452	+33%	+$33.9K	0.07%	247
2021 Q3	$99K	Hold	1,389	–	–	0.06%	268
2021 Q2	$99K	Hold	1,389	–	–	0.06%	284
2021 Q1	$93K	Hold	1,389	–	–	0.07%	265
2020 Q4	$87K	Buy	1,389 +235	+20%	+$13.8K	0.07%	238
2020 Q3	$63K	Buy	+1,154	New	+$62.2K	0.06%	269

Other funds holding CFO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Newbridge Financial Services Group's CFO Position: Q2 2022 in Review

Newbridge Financial Services Group sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q2 2022, closing a stake of 1,841 shares — an estimated $136K sold.

Newbridge Financial Services Group first reported a position in CFO in Q3 2020 and held it in 7 quarters. The position peaked at $143K in Q4 2021. 77 funds tracked by Wall St. Rank hold CFO as of Q2 2022.

Newbridge Financial Services Group reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q2 2022 after selling out during the quarter.
Newbridge Financial Services Group sold 1,841 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q2 2022, an estimated $136K.
Newbridge Financial Services Group first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q3 2020 and held it in 7 quarters.
Newbridge Financial Services Group's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $143K in Q4 2021.
77 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2022.

Based on Newbridge Financial Services Group's 13F filing for Q2 2022, filed 15 Jul 2022.