SeaCrest Wealth Management’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

SeaCrest Wealth 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
2019 Q2	–	Sell	-100	Closed	-$5K	–	728
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	1705
2018 Q4	$4K	Hold	100	–	–	﹤0.01%	1747
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	1847
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	1802
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	1774
2017 Q4	$5K	Buy	+100	New	+$4.73K	﹤0.01%	1788

Other funds holding CFA

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SeaCrest Wealth Management's CFA Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q2 2019, closing a stake of 100 shares — an estimated $5K sold.

SeaCrest Wealth Management first reported a position in CFA in Q4 2017 and held it in 6 quarters. The position peaked at $5K in Q1 2019. 55 funds tracked by Wall St. Rank hold CFA as of Q2 2019.

SeaCrest Wealth Management reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 100 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2019, an estimated $5K.
SeaCrest Wealth Management first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's VictoryShares US 500 Volatility Wtd ETF position peaked at $5K in Q1 2019.
55 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.