Sound Financial Strategies Group’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Sound Financial Strategies Group’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 Q3	–	Sell	-1,788	Closed	-$127K	–	84
2021 Q2	$127K	Sell	1,788 -23	-1%	-$1.62K	0.06%	81
2021 Q1	$122K	Hold	1,811	–	–	0.06%	80
2020 Q4	$113K	Sell	1,811 -892	-33%	-$52.3K	0.06%	73
2020 Q3	$147K	Sell	2,703 -46	-2%	-$2.47K	0.09%	60
2020 Q2	$139K	Sell	2,749 -254	-8%	-$12.2K	0.09%	60
2020 Q1	$127K	Sell	3,003 -3,742	-55%	-$196K	0.09%	60
2019 Q4	$381K	Buy	+6,745	New	+$366K	0.24%	60

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sound Financial Strategies Group's CFA Position: Q3 2021 in Review

Sound Financial Strategies Group sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q3 2021, closing a stake of 1,788 shares — an estimated $127K sold.

Sound Financial Strategies Group first reported a position in CFA in Q4 2019 and held it in 7 quarters. The position peaked at $381K in Q4 2019. 59 funds tracked by Wall St. Rank hold CFA as of Q3 2021.

Sound Financial Strategies Group reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q3 2021 after selling out during the quarter.
Sound Financial Strategies Group sold 1,788 VictoryShares US 500 Volatility Wtd ETF shares in Q3 2021, an estimated $127K.
Sound Financial Strategies Group first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2019 and held it in 7 quarters.
Sound Financial Strategies Group's VictoryShares US 500 Volatility Wtd ETF position peaked at $381K in Q4 2019.
59 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q3 2021.

Based on Sound Financial Strategies Group's 13F filing for Q3 2021, filed 3 Nov 2021.