Oxford Financial Group’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Oxford Financial Group’s Portfolio CFA Stock Details CFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,050	Closed	-$217K	–	269
2023 Q2	$217K	Hold	3,050	–	–	0.02%	217
2023 Q1	$210K	Hold	3,050	–	–	0.02%	184
2022 Q4	$207K	Buy	+3,050	New	+$204K	0.02%	185
2022 Q2	–	Sell	-3,050	Closed	-$226K	–	270
2022 Q1	$226K	Hold	3,050	–	–	0.03%	176
2021 Q4	$237K	Hold	3,050	–	–	0.03%	182
2021 Q3	$217K	Hold	3,050	–	–	0.03%	173
2021 Q2	$217K	Hold	3,050	–	–	0.03%	170
2021 Q1	$205K	Buy	+3,050	New	+$197K	0.03%	169

Other funds holding CFA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SOS

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

Oxford Financial Group's CFA Position: Q3 2023 in Review

Oxford Financial Group sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q3 2023, closing a stake of 3,050 shares — an estimated $217K sold.

Oxford Financial Group first reported a position in CFA in Q1 2021 and held it in 8 quarters. The position peaked at $237K in Q4 2021. 68 funds tracked by Wall St. Rank hold CFA as of Q3 2023.

Oxford Financial Group reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q3 2023 after selling out during the quarter.
Oxford Financial Group sold 3,050 VictoryShares US 500 Volatility Wtd ETF shares in Q3 2023, an estimated $217K.
Oxford Financial Group first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2021 and held it in 8 quarters.
Oxford Financial Group's VictoryShares US 500 Volatility Wtd ETF position peaked at $237K in Q4 2021.
68 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q3 2023.

Based on Oxford Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.