Sigma Planning Corp’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Sigma Planning Corp’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
2022 Q4	–	Sell	-52,859	Closed	-$3.39M	–	1283
2022 Q3	$3.39M	Sell	52,859 -792	-1%	-$52K	0.13%	168
2022 Q2	$3.45M	Sell	53,651 -1,628	-3%	-$113K	0.12%	179
2022 Q1	$4.09M	Sell	55,279 -598	-1%	-$43.8K	0.12%	176
2021 Q4	$4.34M	Buy	55,877 +94	+0.2%	+$7.06K	0.12%	177
2021 Q3	$3.97M	Buy	+55,783	New	+$4.08M	0.12%	188

Other funds holding CFO

LPL Financial San Diego, California $377B AUM 19.32% 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

SOS

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

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 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

KFGK

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

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

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

Sigma Planning Corp's CFO Position: Q4 2022 in Review

Sigma Planning Corp sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q4 2022, closing a stake of 52,859 shares — an estimated $3.39M sold.

Sigma Planning Corp first reported a position in CFO in Q3 2021 and held it in 5 quarters. The position peaked at $4.34M in Q4 2021. 79 funds tracked by Wall St. Rank hold CFO as of Q4 2022.

Sigma Planning Corp reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q4 2022 after selling out during the quarter.
Sigma Planning Corp sold 52,859 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q4 2022, an estimated $3.39M.
Sigma Planning Corp first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q3 2021 and held it in 5 quarters.
Sigma Planning Corp's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $4.34M in Q4 2021.
79 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q4 2022.

Based on Sigma Planning Corp's 13F filing for Q4 2022, filed 24 Jan 2023.