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

Next Financial 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
2021
Q4 		$835K Buy
10,740
+1,371
+15% +$103K 0.05% 353
2021
Q3 		$667K Buy
9,369
+580
+7% +$42.4K 0.05% 369
2021
Q2 		$627K Sell
8,789
-3,392
-28% -$239K 0.05% 381
2021
Q1 		$818K Buy
12,181
+813
+7% +$52.6K 0.07% 283
2020
Q4 		$709K Buy
11,368
+990
+10% +$58.1K 0.07% 279
2020
Q3 		$565K Buy
10,378
+466
+5% +$25.1K 0.06% 302
2020
Q2 		$514K Buy
9,912
+4,000
+68% +$202K 0.06% 287
2020
Q1 		$276K Buy
5,912
+442
+8% +$22.5K 0.04% 448
2019
Q4 		$288K Buy
5,470
+1,031
+23% +$52.2K 0.03% 548
2019
Q3 		$219K Buy
4,439
+501
+13% +$24.5K 0.02% 634
2019
Q2 		$193K Buy
3,938
+2,998
+319% +$143K 0.02% 680
2019
Q1 		$44K Sell
940
-2,543
-73% -$116K 0.01% 769
2018
Q4 		$153K Buy
3,483
+2,543
+271% +$121K 0.03% 457
2018
Q3 		$49K Buy
+940
New +$48.3K 0.02% 549
2017
Q4 		– Sell
-2,070
Closed -$96K – 431
2017
Q3 		$96K Buy
2,070
+720
+53% +$32.1K 0.03% 498
2017
Q2 		$60K Buy
1,350
+1,050
+350% +$45.5K 0.01% 720
2017
Q1 		$13K Hold
300
– – ﹤0.01% 1174
2016
Q4 		$12K Hold
300
– – ﹤0.01% 1560
2016
Q3 		$12K Hold
300
– – ﹤0.01% 1574
2016
Q2 		$11K Hold
300
– – ﹤0.01% 1159
2016
Q1 		$11K Sell
300
-2,358
-89% -$81.1K ﹤0.01% 1122
2015
Q4 		$95K Sell
2,658
-728
-22% -$26.3K 0.04% 438
2015
Q3 		$115K Buy
3,386
+2,168
+178% +$78.7K 0.04% 397
2015
Q2 		$44K Hold
1,218
– – 0.02% 709
2015
Q1 		$45K Buy
1,218
+918
+306% +$33.7K 0.01% 699
2014
Q4 		$11K Hold
300
– – ﹤0.01% 1195
2014
Q3 		$10K Buy
+300
New +$10.4K ﹤0.01% 1746

Other funds holding CFO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Next Financial Group's CFO Position: Q4 2021 in Review

Next Financial Group increased its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 15% in Q4 2021, buying an estimated $103K and bringing the position to 10,740 shares worth $835K. The position accounts for 0.05% of the portfolio, ranked #353.

Next Financial Group first reported a position in CFO in Q3 2014 and has held it in 27 quarters since. 75 funds tracked by Wall St. Rank hold CFO as of Q4 2021.

  • Next Financial Group held 10,740 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $835K as of Q4 2021.
  • Next Financial Group bought 1,371 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q4 2021, an estimated $103K.
  • VictoryShares US 500 Enhanced Volatility Wtd ETF made up 0.05% of Next Financial Group's portfolio in Q4 2021, its #353 holding.
  • Next Financial Group first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q3 2014 and has held it in 27 quarters since.
  • 75 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.