Rockefeller Capital Management’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Rockefeller Capital Management’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 Q1	–	Sell	-129	Closed	-$8K	–	2286
2022 Q4	$8K	Hold	129	–	–	﹤0.01%	3164
2022 Q3	$8K	Hold	129	–	–	﹤0.01%	3167
2022 Q2	$8K	Hold	129	–	–	﹤0.01%	3218
2022 Q1	$9K	Hold	129	–	–	﹤0.01%	3093
2021 Q4	$10K	Buy	+129	New	+$9.69K	﹤0.01%	2968
2020 Q3	–	Sell	-305	Closed	-$16K	–	2598
2020 Q2	$16K	Hold	305	–	–	﹤0.01%	1739
2020 Q1	$14K	Sell	305 -1,377	-82%	-$70K	﹤0.01%	1633
2019 Q4	$88K	Sell	1,682 -159	-9%	-$8.04K	﹤0.01%	1002
2019 Q3	$91K	Sell	1,841 -1,260	-41%	-$61.7K	﹤0.01%	822
2019 Q2	$152K	Sell	3,101 -1,601	-34%	-$76.4K	﹤0.01%	624
2019 Q1	$220K	Buy	+4,702	New	+$214K	﹤0.01%	585

Other funds holding CFO

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

RJFSA

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

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

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

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

Rockefeller Capital Management's CFO Position: Q1 2023 in Review

Rockefeller Capital Management sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q1 2023, closing a stake of 129 shares — an estimated $8K sold.

Rockefeller Capital Management first reported a position in CFO in Q1 2019 and held it in 11 quarters. The position peaked at $220K in Q1 2019. 81 funds tracked by Wall St. Rank hold CFO as of Q1 2023.

Rockefeller Capital Management reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q1 2023 after selling out during the quarter.
Rockefeller Capital Management sold 129 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2023, an estimated $8K.
Rockefeller Capital Management first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q1 2019 and held it in 11 quarters.
Rockefeller Capital Management's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $220K in Q1 2019.
81 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.