Summit Financial Wealth Advisors’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Summit Financial Wealth Advisors’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 Q1	–	Sell	-26,480	Closed	-$1.39M	–	125
2019 Q4	$1.39M	Sell	26,480 -172	-0.6%	-$8.7K	0.34%	49
2019 Q3	$1.3M	Sell	26,652 -156	-0.6%	-$7.64K	0.32%	57
2019 Q2	$1.31M	Buy	+26,808	New	+$1.28M	0.32%	62

Other funds holding CFO

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Summit Financial Wealth Advisors's CFO Position: Q1 2020 in Review

Summit Financial Wealth Advisors sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q1 2020, closing a stake of 26,480 shares — an estimated $1.39M sold.

Summit Financial Wealth Advisors first reported a position in CFO in Q2 2019 and held it in 3 quarters. The position peaked at $1.39M in Q4 2019. 57 funds tracked by Wall St. Rank hold CFO as of Q1 2020.

Summit Financial Wealth Advisors reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q1 2020 after selling out during the quarter.
Summit Financial Wealth Advisors sold 26,480 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2020, an estimated $1.39M.
Summit Financial Wealth Advisors first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q2 2019 and held it in 3 quarters.
Summit Financial Wealth Advisors's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $1.39M in Q4 2019.
57 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2020.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.