SignatureFD’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

SignatureFD’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
2020 Q1	–	Sell	-936	Closed	-$49K	–	2302
2019 Q4	$49K	Buy	+936	New	+$47.4K	﹤0.01%	985
2018 Q4	–	Sell	-1,587	Closed	-$82K	–	1950
2018 Q3	$82K	Sell	1,587 -1,687	-52%	-$86.6K	0.01%	717
2018 Q2	$162K	Buy	3,274 +1,894	+137%	+$93.7K	0.02%	453
2018 Q1	$67K	Buy	+1,380	New	+$68.6K	0.01%	649

Other funds holding CFO

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

SignatureFD's CFO Position: Q1 2020 in Review

SignatureFD sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q1 2020, closing a stake of 936 shares — an estimated $49K sold.

SignatureFD first reported a position in CFO in Q1 2018 and held it in 4 quarters. The position peaked at $162K in Q2 2018. 57 funds tracked by Wall St. Rank hold CFO as of Q1 2020.

SignatureFD reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q1 2020 after selling out during the quarter.
SignatureFD sold 936 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2020, an estimated $49K.
SignatureFD first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q1 2018 and held it in 4 quarters.
SignatureFD's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $162K in Q2 2018.
57 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2020.

Based on SignatureFD's 13F filing for Q1 2020, filed 23 Apr 2020.