Pathstone Family Office’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Pathstone Family Office’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	$529K	Buy	+7,769	New	+$553K	﹤0.01%	1013

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

Pathstone Family Office's CFA Position: Q3 2023 in Review

Pathstone Family Office opened a new position in VictoryShares US 500 Volatility Wtd ETF (CFA) in Q3 2023: 7,769 shares worth $529K. The stake represents ﹤0.01% of the portfolio and ranks #1013 among its holdings.

68 funds tracked by Wall St. Rank hold CFA as of Q3 2023.

Pathstone Family Office held 7,769 shares of VictoryShares US 500 Volatility Wtd ETF worth $529K as of Q3 2023.
VictoryShares US 500 Volatility Wtd ETF was a new Pathstone Family Office position in Q3 2023.
VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1013 holding.
68 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.