Private Portfolio Partners’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Private Portfolio Partners’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
2020 Q3	–	Sell	-4,193	Closed	-$212K	–	210
2020 Q2	$212K	Sell	4,193 -1,060	-20%	-$50.9K	0.1%	178
2020 Q1	$223K	Buy	5,253 +200	+4%	+$10.5K	0.12%	163
2019 Q4	$285K	Buy	5,053 +460	+10%	+$25K	0.12%	158
2019 Q3	$243K	Sell	4,593 -5,050	-52%	-$265K	0.11%	165
2019 Q2	$506K	Sell	9,643 -157	-2%	-$8.04K	0.22%	121
2019 Q1	$492K	Sell	9,800 -160	-2%	-$7.74K	0.26%	98
2018 Q4	$438K	Buy	+9,960	New	+$475K	0.27%	92

Other funds holding CFA

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Portfolio Partners's CFA Position: Q3 2020 in Review

Private Portfolio Partners sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q3 2020, closing a stake of 4,193 shares — an estimated $212K sold.

Private Portfolio Partners first reported a position in CFA in Q4 2018 and held it in 7 quarters. The position peaked at $506K in Q2 2019. 61 funds tracked by Wall St. Rank hold CFA as of Q3 2020.

Private Portfolio Partners reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q3 2020 after selling out during the quarter.
Private Portfolio Partners sold 4,193 VictoryShares US 500 Volatility Wtd ETF shares in Q3 2020, an estimated $212K.
Private Portfolio Partners first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2018 and held it in 7 quarters.
Private Portfolio Partners's VictoryShares US 500 Volatility Wtd ETF position peaked at $506K in Q2 2019.
61 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q3 2020.

Based on Private Portfolio Partners's 13F filing for Q3 2020, filed 16 Nov 2020.