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Raleigh Capital Management’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Raleigh Capital Management’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
-12
Closed -$1K – 782
2022
Q3 		$1K Hold
12
– – ﹤0.01% 717
2022
Q2 		$1K Hold
12
– – ﹤0.01% 565
2022
Q1 		$1K Buy
+12
New +$878 ﹤0.01% 555

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

Raleigh Capital Management's CFA Position: Q4 2022 in Review

Raleigh Capital Management sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q4 2022, closing a stake of 12 shares — an estimated $1K sold.

Raleigh Capital Management first reported a position in CFA in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 61 funds tracked by Wall St. Rank hold CFA as of Q4 2022.

  • Raleigh Capital Management reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q4 2022 after selling out during the quarter.
  • Raleigh Capital Management sold 12 VictoryShares US 500 Volatility Wtd ETF shares in Q4 2022, an estimated $1K.
  • Raleigh Capital Management first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2022 and held it in 3 quarters.
  • Raleigh Capital Management's VictoryShares US 500 Volatility Wtd ETF position peaked at $1K in Q3 2022.
  • 61 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q4 2022.

Based on Raleigh Capital Management's 13F filing for Q4 2022, filed 7 Feb 2023.