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Orion Portfolio Solutions’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-996
Closed -$52K – 694
2020
Q2 		$52K Buy
996
+262
+36% +$13.2K ﹤0.01% 691
2020
Q1 		$34K Buy
+734
New +$37.3K ﹤0.01% 680

Other funds holding CFO

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Orion Portfolio Solutions's CFO Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q3 2020, closing a stake of 996 shares — an estimated $52K sold.

Orion Portfolio Solutions first reported a position in CFO in Q1 2020 and held it in 2 quarters. The position peaked at $52K in Q2 2020. 59 funds tracked by Wall St. Rank hold CFO as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 996 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q3 2020, an estimated $52K.
  • Orion Portfolio Solutions first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $52K in Q2 2020.
  • 59 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.