Signature Estate & Investment Advisors’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Signature Estate & Investment Advisors’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
2025 Q1	–	Sell	-3,110	Closed	-$214K	–	552
2024 Q4	$214K	Buy	3,110 +6	+0.2%	+$426	0.01%	496
2024 Q3	$217K	Buy	+3,104	New	+$207K	0.01%	488

Other funds holding CFO

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Signature Estate & Investment Advisors's CFO Position: Q1 2025 in Review

Signature Estate & Investment Advisors sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q1 2025, closing a stake of 3,110 shares — an estimated $214K sold.

Signature Estate & Investment Advisors first reported a position in CFO in Q3 2024 and held it in 2 quarters. The position peaked at $217K in Q3 2024. 67 funds tracked by Wall St. Rank hold CFO as of Q1 2025.

Signature Estate & Investment Advisors reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q1 2025 after selling out during the quarter.
Signature Estate & Investment Advisors sold 3,110 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2025, an estimated $214K.
Signature Estate & Investment Advisors first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q3 2024 and held it in 2 quarters.
Signature Estate & Investment Advisors's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $217K in Q3 2024.
67 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.