Stonebridge Capital Advisors’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Stonebridge Capital Advisors’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
2023 Q4	–	Sell	-1,742	Closed	-$119K	–	317
2023 Q3	$119K	Buy	+1,742	New	+$124K	0.01%	253

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

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

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 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

Stonebridge Capital Advisors's CFA Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q4 2023, closing a stake of 1,742 shares — an estimated $119K sold.

Stonebridge Capital Advisors first reported a position in CFA in Q3 2023 and held it in 1 quarter. The position peaked at $119K in Q3 2023. 66 funds tracked by Wall St. Rank hold CFA as of Q4 2023.

Stonebridge Capital Advisors reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q4 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 1,742 VictoryShares US 500 Volatility Wtd ETF shares in Q4 2023, an estimated $119K.
Stonebridge Capital Advisors first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q3 2023 and held it in 1 quarter.
Stonebridge Capital Advisors's VictoryShares US 500 Volatility Wtd ETF position peaked at $119K in Q3 2023.
66 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.