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 $376B AUM 19.32% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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