SPIA
CFO icon

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

Steward Partners Investment Advisory’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
2024
Q2 		– Sell
-1,825
Closed -$120K – 3623
2024
Q1 		$120K Sell
1,825
-2,800
-61% -$175K ﹤0.01% 1668
2023
Q4 		$281K Sell
4,625
-575
-11% -$33.6K ﹤0.01% 1243
2023
Q3 		$306K Sell
5,200
-885
-15% -$54.4K ﹤0.01% 1116
2023
Q2 		$375K Hold
6,085
– – 0.01% 1046
2023
Q1 		$379K Hold
6,085
– – 0.01% 1022
2022
Q4 		$390K Buy
6,085
+550
+10% +$36.3K 0.01% 992
2022
Q3 		$355K Buy
5,535
+1,075
+24% +$70.5K 0.01% 974
2022
Q2 		$287K Hold
4,460
– – 0.01% 1053
2022
Q1 		$330K Hold
4,460
– – 0.01% 1085
2021
Q4 		$347K Buy
4,460
+50
+1% +$3.75K 0.01% 1080
2021
Q3 		$314K Hold
4,410
– – 0.01% 1088
2021
Q2 		$315K Sell
4,410
-25
-0.6% -$1.76K 0.01% 1161
2021
Q1 		$298K Sell
4,435
-300
-6% -$19.4K 0.01% 1097
2020
Q4 		$295K Buy
4,735
+2,535
+115% +$149K 0.01% 919
2020
Q3 		$120K Buy
2,200
+200
+10% +$10.8K ﹤0.01% 1148
2020
Q2 		$104K Hold
2,000
– – ﹤0.01% 1135
2020
Q1 		$93K Hold
2,000
– – ﹤0.01% 1015
2019
Q4 		$105K Hold
2,000
– – ﹤0.01% 1118
2019
Q3 		$98K Hold
2,000
– – ﹤0.01% 1098
2019
Q2 		$97K Buy
+2,000
New +$95.4K ﹤0.01% 1069

Other funds holding CFO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Steward Partners Investment Advisory sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q2 2024, closing a stake of 1,825 shares — an estimated $120K sold.

Steward Partners Investment Advisory first reported a position in CFO in Q2 2019 and held it in 20 quarters. The position peaked at $390K in Q4 2022. 71 funds tracked by Wall St. Rank hold CFO as of Q2 2024.

  • Steward Partners Investment Advisory reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q2 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,825 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q2 2024, an estimated $120K.
  • Steward Partners Investment Advisory first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q2 2019 and held it in 20 quarters.
  • Steward Partners Investment Advisory's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $390K in Q4 2022.
  • 71 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2024.

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