Retirement Planning Group (Kansas)’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Retirement Planning Group (Kansas)’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
2023 Q3	–	Sell	-14,808	Closed	-$912K	–	160
2023 Q2	$912K	Buy	+14,808	New	+$911K	0.09%	63
2022 Q4	–	Sell	-18,477	Closed	-$1.19M	–	136
2022 Q3	$1.19M	Buy	+18,477	New	+$1.21M	0.15%	50

Other funds holding CFO

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return

Retirement Planning Group (Kansas)'s CFO Position: Q3 2023 in Review

Retirement Planning Group (Kansas) sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q3 2023, closing a stake of 14,808 shares — an estimated $912K sold.

Retirement Planning Group (Kansas) first reported a position in CFO in Q3 2022 and held it in 2 quarters. The position peaked at $1.19M in Q3 2022. 70 funds tracked by Wall St. Rank hold CFO as of Q3 2023.

Retirement Planning Group (Kansas) reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q3 2023 after selling out during the quarter.
Retirement Planning Group (Kansas) sold 14,808 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q3 2023, an estimated $912K.
Retirement Planning Group (Kansas) first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q3 2022 and held it in 2 quarters.
Retirement Planning Group (Kansas)'s VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $1.19M in Q3 2022.
70 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q3 2023.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q3 2023, filed 25 Oct 2023.