Sweet Financial Partners’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Sweet Financial 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
2023 Q3	–	Sell	-28,987	Closed	-$1.79M	–	175
2023 Q2	$1.79M	Sell	28,987 -87,722	-75%	-$5.4M	0.47%	46
2023 Q1	$7.27M	Sell	116,709 -345,242	-75%	-$21.8M	2.01%	12
2022 Q4	$29.6M	Sell	461,951 -2,690	-0.6%	-$178K	8.69%	2
2022 Q3	$29.8M	Buy	464,641 +8,275	+2%	+$543K	9.49%	2
2022 Q2	$29.3M	Buy	456,366 +5,082	+1%	+$352K	9.19%	2
2022 Q1	$33.4M	Sell	451,284 -41,919	-8%	-$3.07M	8.95%	2
2021 Q4	$38.3M	Buy	+493,203	New	+$37M	15.91%	1

Other funds holding CFO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return

Sweet Financial Partners's CFO Position: Q3 2023 in Review

Sweet Financial Partners sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q3 2023, closing a stake of 28,987 shares — an estimated $1.79M sold.

Sweet Financial Partners first reported a position in CFO in Q4 2021 and held it in 7 quarters. The position peaked at $38.3M in Q4 2021. 70 funds tracked by Wall St. Rank hold CFO as of Q3 2023.

Sweet Financial Partners reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q3 2023 after selling out during the quarter.
Sweet Financial Partners sold 28,987 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q3 2023, an estimated $1.79M.
Sweet Financial Partners first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2021 and held it in 7 quarters.
Sweet Financial Partners's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $38.3M in Q4 2021.
70 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q3 2023.

Based on Sweet Financial Partners's 13F filing for Q3 2023, filed 23 Oct 2023.