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

StoneX 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
2022
Q3 		– Sell
-4,528
Closed -$291K – 380
2022
Q2 		$291K Buy
4,528
+1,642
+57% +$114K 0.05% 254
2022
Q1 		$214K Buy
2,886
+4
+0.1% +$293 0.02% 499
2021
Q4 		$224K Buy
+2,882
New +$216K 0.03% 488
2020
Q3 		– Sell
-4,115
Closed -$213K – 329
2020
Q2 		$213K Sell
4,115
-1,347
-25% -$68K 0.08% 261
2020
Q1 		$255K Sell
5,462
-3,452
-39% -$176K 0.14% 198
2019
Q4 		$469K Sell
8,914
-1,561
-15% -$79K 0.19% 155
2019
Q3 		$517K Sell
10,475
-25,006
-70% -$1.22M 0.32% 103
2019
Q2 		$1.74M Sell
35,481
-782
-2% -$37.3K 1.11% 10
2019
Q1 		$1.7M Sell
36,263
-354
-1% -$16.1K 1.29% 11
2018
Q4 		$1.61M Buy
36,617
+3,502
+11% +$167K 1.55% 5
2018
Q3 		$1.71M Buy
33,115
+6,646
+25% +$341K 1.27% 6
2018
Q2 		$1.31M Buy
26,469
+6,436
+32% +$318K 1.13% 10
2018
Q1 		$979K Buy
20,033
+8,779
+78% +$437K 0.94% 21
2017
Q4 		$549K Buy
11,254
+1,955
+21% +$92.5K 0.57% 50
2017
Q3 		$424K Sell
9,299
-1,777
-16% -$79.1K 0.53% 68
2017
Q2 		$488K Buy
+11,076
New +$480K 0.15% 210

Other funds holding CFO

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
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

StoneX Group's CFO Position: Q3 2022 in Review

StoneX Group sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q3 2022, closing a stake of 4,528 shares — an estimated $291K sold.

StoneX Group first reported a position in CFO in Q2 2017 and held it in 16 quarters. The position peaked at $1.74M in Q2 2019. 78 funds tracked by Wall St. Rank hold CFO as of Q3 2022.

  • StoneX Group reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q3 2022 after selling out during the quarter.
  • StoneX Group sold 4,528 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q3 2022, an estimated $291K.
  • StoneX Group first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q2 2017 and held it in 16 quarters.
  • StoneX Group's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $1.74M in Q2 2019.
  • 78 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q3 2022.

Based on StoneX Group's 13F filing for Q3 2022, filed 8 Nov 2022.