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Sowa Financial Group’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Sowa Financial Group’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
2021
Q1 		– Sell
-501
Closed -$31K – 102
2020
Q4 		$31K Hold
501
– – 0.02% 151
2020
Q3 		$27K Hold
501
– – 0.02% 154
2020
Q2 		$26K Buy
+501
New +$25.3K 0.02% 150

Other funds holding CFO

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sowa Financial Group's CFO Position: Q1 2021 in Review

Sowa Financial Group sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q1 2021, closing a stake of 501 shares — an estimated $31K sold.

Sowa Financial Group first reported a position in CFO in Q2 2020 and held it in 3 quarters. The position peaked at $31K in Q4 2020. 64 funds tracked by Wall St. Rank hold CFO as of Q1 2021.

  • Sowa Financial Group reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 501 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2021, an estimated $31K.
  • Sowa Financial Group first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q2 2020 and held it in 3 quarters.
  • Sowa Financial Group's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $31K in Q4 2020.
  • 64 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.