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Stratos Wealth Partners’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Stratos Wealth Partners’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
2020
Q4 		– Sell
-9,847
Closed -$536K – 1085
2020
Q3 		$536K Sell
9,847
-68
-0.7% -$3.67K 0.02% 598
2020
Q2 		$514K Buy
9,915
+69
+0.7% +$3.48K 0.02% 582
2020
Q1 		$460K Sell
9,846
-125
-1% -$6.36K 0.02% 551
2019
Q4 		$524K Buy
9,971
+5
+0.1% +$253 0.02% 578
2019
Q3 		$492K Sell
9,966
-461
-4% -$22.6K 0.02% 570
2019
Q2 		$510K Buy
10,427
+730
+8% +$34.8K 0.02% 548
2019
Q1 		$453K Sell
9,697
-349
-3% -$15.9K 0.02% 586
2018
Q4 		$441K Buy
10,046
+987
+11% +$47K 0.02% 545
2018
Q3 		$469K Buy
9,059
+650
+8% +$33.4K 0.02% 562
2018
Q2 		$415K Buy
8,409
+300
+4% +$14.8K 0.02% 624
2018
Q1 		$396K Buy
8,109
+225
+3% +$11.2K 0.02% 630
2017
Q4 		$385K Buy
7,884
+741
+10% +$35.1K 0.02% 602
2017
Q3 		$326K Buy
7,143
+766
+12% +$34.1K 0.02% 651
2017
Q2 		$281K Sell
6,377
-28,522
-82% -$1.24M 0.01% 655
2017
Q1 		$1.49M Buy
34,899
+7,353
+27% +$308K 0.08% 213
2016
Q4 		$1.11M Buy
27,546
+13,961
+103% +$548K 0.07% 246
2016
Q3 		$525K Buy
13,585
+6,983
+106% +$269K 0.04% 353
2016
Q2 		$245K Buy
+6,602
New +$244K 0.02% 510

Other funds holding CFO

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 $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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stratos Wealth Partners's CFO Position: Q4 2020 in Review

Stratos Wealth Partners sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q4 2020, closing a stake of 9,847 shares — an estimated $536K sold.

Stratos Wealth Partners first reported a position in CFO in Q2 2016 and held it in 18 quarters. The position peaked at $1.49M in Q1 2017. 58 funds tracked by Wall St. Rank hold CFO as of Q4 2020.

  • Stratos Wealth Partners reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q4 2020 after selling out during the quarter.
  • Stratos Wealth Partners sold 9,847 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q4 2020, an estimated $536K.
  • Stratos Wealth Partners first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q2 2016 and held it in 18 quarters.
  • Stratos Wealth Partners's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $1.49M in Q1 2017.
  • 58 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q4 2020.

Based on Stratos Wealth Partners's 13F filing for Q4 2020, filed 29 Jan 2021.