North Star Investment Management’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

North Star Investment Management’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	-532	Closed	-$32.8K	–	1280
2023 Q2	$32.8K	Hold	532	–	–	﹤0.01%	673
2023 Q1	$33.1K	Hold	532	–	–	﹤0.01%	681
2022 Q4	$34.1K	Hold	532	–	–	﹤0.01%	660
2022 Q3	$34K	Hold	532	–	–	﹤0.01%	608
2022 Q2	$34K	Hold	532	–	–	﹤0.01%	625
2022 Q1	$39K	Hold	532	–	–	﹤0.01%	631
2021 Q4	$41K	Hold	532	–	–	﹤0.01%	651
2021 Q3	$38K	Hold	532	–	–	﹤0.01%	639
2021 Q2	$38K	Hold	532	–	–	﹤0.01%	637
2021 Q1	$36K	Hold	532	–	–	﹤0.01%	612
2020 Q4	$33K	Hold	532	–	–	﹤0.01%	600
2020 Q3	$29K	Hold	532	–	–	﹤0.01%	602
2020 Q2	$28K	Hold	532	–	–	﹤0.01%	577
2020 Q1	$25K	Hold	532	–	–	﹤0.01%	597
2019 Q4	$28K	Hold	532	–	–	﹤0.01%	664
2019 Q3	$26K	Buy	+532	New	+$26K	﹤0.01%	670

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

North Star Investment Management's CFO Position: Q3 2023 in Review

North Star Investment Management sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q3 2023, closing a stake of 532 shares — an estimated $32.8K sold.

North Star Investment Management first reported a position in CFO in Q3 2019 and held it in 16 quarters. The position peaked at $41K in Q4 2021. 70 funds tracked by Wall St. Rank hold CFO as of Q3 2023.

North Star Investment Management reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q3 2023 after selling out during the quarter.
North Star Investment Management sold 532 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q3 2023, an estimated $32.8K.
North Star Investment Management first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q3 2019 and held it in 16 quarters.
North Star Investment Management's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $41K in Q4 2021.
70 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q3 2023.

Based on North Star Investment Management's 13F filing for Q3 2023, filed 6 Nov 2023.