Simplex Trading
CFA icon

Simplex Trading’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Simplex Trading’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
2021
Q2 		– Sell
-15,803
Closed -$1.06M – 10085
2021
Q1 		$1.06M Buy
+15,803
New +$1.02M ﹤0.01% 2331

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Simplex Trading's CFA Position: Q2 2021 in Review

Simplex Trading sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q2 2021, closing a stake of 15,803 shares — an estimated $1.06M sold.

Simplex Trading first reported a position in CFA in Q1 2021 and held it in 1 quarter. The position peaked at $1.06M in Q1 2021. 63 funds tracked by Wall St. Rank hold CFA as of Q2 2021.

  • Simplex Trading reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q2 2021 after selling out during the quarter.
  • Simplex Trading sold 15,803 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2021, an estimated $1.06M.
  • Simplex Trading first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2021 and held it in 1 quarter.
  • Simplex Trading's VictoryShares US 500 Volatility Wtd ETF position peaked at $1.06M in Q1 2021.
  • 63 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2021.

Based on Simplex Trading's 13F filing for Q2 2021, filed 12 Aug 2021.