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Sullivan, Bruyette, Speros & Blaney’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021
Q1 		$174K Hold
2,589
– – 0.01% 330
2020
Q4 		$161K Hold
2,589
– – 0.01% 315
2020
Q3 		$140K Buy
+2,589
New +$139K 0.01% 294

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's CFA Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney held its VictoryShares US 500 Volatility Wtd ETF (CFA) position steady in Q1 2021 at 2,589 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #330.

Sullivan, Bruyette, Speros & Blaney first reported a position in CFA in Q3 2020 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold CFA as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 2,589 shares of VictoryShares US 500 Volatility Wtd ETF worth $174K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney left its VictoryShares US 500 Volatility Wtd ETF share count unchanged in Q1 2021.
  • VictoryShares US 500 Volatility Wtd ETF made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #330 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q3 2020 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.