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Plante Moran Financial Advisors’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Plante Moran Financial Advisors’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
2022
Q4 		– Sell
-57
Closed -$3K – 880
2022
Q3 		$3K Buy
+57
New +$3.83K ﹤0.01% 746

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Plante Moran Financial Advisors's CFA Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q4 2022, closing a stake of 57 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in CFA in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 61 funds tracked by Wall St. Rank hold CFA as of Q4 2022.

  • Plante Moran Financial Advisors reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q4 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 57 VictoryShares US 500 Volatility Wtd ETF shares in Q4 2022, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q3 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's VictoryShares US 500 Volatility Wtd ETF position peaked at $3K in Q3 2022.
  • 61 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.