Steward Partners Investment Advisory’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Steward Partners Investment Advisory’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
2024 Q2	–	Sell	-40	Closed	-$3.25K	–	3621
2024 Q1	$3.25K	Hold	40	–	–	﹤0.01%	3168
2023 Q4	$2.98K	Hold	40	–	–	﹤0.01%	3131
2023 Q3	$2.72K	Sell	40 -100	-71%	-$7.11K	﹤0.01%	3018
2023 Q2	$9.95K	Hold	140	–	–	﹤0.01%	2571
2023 Q1	$9.62K	Buy	140 +100	+250%	+$6.91K	﹤0.01%	2553
2022 Q4	$2.71K	Hold	40	–	–	﹤0.01%	2950
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	3006
2022 Q2	$3K	Hold	40	–	–	﹤0.01%	2897
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	3006
2021 Q4	$3K	Hold	40	–	–	﹤0.01%	2935
2021 Q3	$3K	Hold	40	–	–	﹤0.01%	2914
2021 Q2	$3K	Hold	40	–	–	﹤0.01%	6765
2021 Q1	$2.68K	Hold	40	–	–	﹤0.01%	3166
2020 Q4	$2K	Hold	40	–	–	﹤0.01%	2685
2020 Q3	$2K	Buy	+40	New	+$2.15K	﹤0.01%	2555

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

RJFSA

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

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

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

Steward Partners Investment Advisory's CFA Position: Q2 2024 in Review

Steward Partners Investment Advisory sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q2 2024, closing a stake of 40 shares — an estimated $3.25K sold.

Steward Partners Investment Advisory first reported a position in CFA in Q3 2020 and held it in 15 quarters. The position peaked at $9.95K in Q2 2023. 65 funds tracked by Wall St. Rank hold CFA as of Q2 2024.

Steward Partners Investment Advisory reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q2 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 40 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2024, an estimated $3.25K.
Steward Partners Investment Advisory first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q3 2020 and held it in 15 quarters.
Steward Partners Investment Advisory's VictoryShares US 500 Volatility Wtd ETF position peaked at $9.95K in Q2 2023.
65 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.