SFS
CFA icon

Sowell Financial Services’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Sowell Financial Services’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
-129
Closed -$9K – 888
2021
Q1 		$9K Hold
129
– – ﹤0.01% 2354
2020
Q4 		$8K Buy
+129
New +$7.57K ﹤0.01% 2100

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sowell Financial Services's CFA Position: Q2 2021 in Review

Sowell Financial Services sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q2 2021, closing a stake of 129 shares — an estimated $9K sold.

Sowell Financial Services first reported a position in CFA in Q4 2020 and held it in 2 quarters. The position peaked at $9K in Q1 2021. 63 funds tracked by Wall St. Rank hold CFA as of Q2 2021.

  • Sowell Financial Services reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 129 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2021, an estimated $9K.
  • Sowell Financial Services first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's VictoryShares US 500 Volatility Wtd ETF position peaked at $9K in Q1 2021.
  • 63 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.