PFG
CFO icon

Peterson Financial Group’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Peterson Financial Group’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 		$41.6K Buy
+596
New +$39.7K 0.16% 104

Other funds holding CFO

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Peterson Financial Group's CFO Position: Q3 2024 in Review

Peterson Financial Group opened a new position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q3 2024: 596 shares worth $41.6K. The stake represents 0.16% of the portfolio and ranks #104 among its holdings.

70 funds tracked by Wall St. Rank hold CFO as of Q3 2024.

  • Peterson Financial Group held 596 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $41.6K as of Q3 2024.
  • VictoryShares US 500 Enhanced Volatility Wtd ETF was a new Peterson Financial Group position in Q3 2024.
  • VictoryShares US 500 Enhanced Volatility Wtd ETF made up 0.16% of Peterson Financial Group's portfolio in Q3 2024, its #104 holding.
  • 70 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.