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Optivise Advisory Services’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Optivise Advisory 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
2024
Q3 		– Sell
-3,560
Closed -$229K – 170
2024
Q2 		$229K Buy
+3,560
New +$229K 0.12% 159

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RJFSA
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Royal Bank of Canada
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Stifel Financial
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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Optivise Advisory Services's CFO Position: Q3 2024 in Review

Optivise Advisory Services sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q3 2024, closing a stake of 3,560 shares — an estimated $229K sold.

Optivise Advisory Services first reported a position in CFO in Q2 2024 and held it in 1 quarter. The position peaked at $229K in Q2 2024. 70 funds tracked by Wall St. Rank hold CFO as of Q3 2024.

  • Optivise Advisory Services reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q3 2024 after selling out during the quarter.
  • Optivise Advisory Services sold 3,560 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q3 2024, an estimated $229K.
  • Optivise Advisory Services first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q2 2024 and held it in 1 quarter.
  • Optivise Advisory Services's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $229K in Q2 2024.
  • 70 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q3 2024.

Based on Optivise Advisory Services's 13F filing for Q3 2024, filed 12 Nov 2024.