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TAP Consulting’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

TAP Consulting’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
2024
Q4 		$6.91M Buy
81,366
+158
+0.2% +$13.8K 1.41% 16
2024
Q3 		$7M Buy
81,208
+3,294
+4% +$271K 1.38% 16
2024
Q2 		$6.18M Buy
77,914
+6,804
+10% +$539K 1.3% 13
2024
Q1 		$5.79M Sell
71,110
-16,637
-19% -$1.28M 1.27% 14
2023
Q4 		$6.55M Buy
87,747
+22,499
+34% +$1.57M 1.56% 15
2023
Q3 		$4.44M Buy
65,248
+7,962
+14% +$566K 1.14% 25
2023
Q2 		$4.07M Sell
57,286
-10,043
-15% -$689K 1% 28
2023
Q1 		$4.63M Buy
67,329
+1,901
+3% +$131K 1.13% 24
2022
Q4 		$4.43M Buy
65,428
+2,702
+4% +$181K 1.16% 18
2022
Q3 		$3.82M Buy
62,726
+2,499
+4% +$168K 1.02% 24
2022
Q2 		$3.87M Buy
60,227
+6,116
+11% +$422K 1.07% 29
2022
Q1 		$4.01M Buy
54,111
+3,124
+6% +$229K 1.05% 33
2021
Q4 		$3.96M Buy
50,987
+6,052
+13% +$454K 0.9% 36
2021
Q3 		$3.2M Buy
44,935
+2,641
+6% +$193K 0.86% 38
2021
Q2 		$3.01M Sell
42,294
-345
-0.8% -$24.3K 0.85% 38
2021
Q1 		$2.86M Buy
42,639
+4,503
+12% +$291K 0.89% 36
2020
Q4 		$2.38M Buy
38,136
+965
+3% +$56.6K 0.86% 40
2020
Q3 		$2.02M Buy
37,171
+16,497
+80% +$885K 0.79% 44
2020
Q2 		$1.04M Buy
20,674
+4,202
+26% +$202K 0.51% 56
2020
Q1 		$699K Buy
+16,472
New +$862K 0.47% 63

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TAP Consulting's CFA Position: Q4 2024 in Review

TAP Consulting increased its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 0.19% in Q4 2024, buying an estimated $13.8K and bringing the position to 81,366 shares worth $6.91M. The position accounts for 1.41% of the portfolio, ranked #16.

TAP Consulting first reported a position in CFA in Q1 2020 and has held it in 20 quarters since. The position peaked at $7M in Q3 2024. 69 funds tracked by Wall St. Rank hold CFA as of Q4 2024.

  • TAP Consulting held 81,366 shares of VictoryShares US 500 Volatility Wtd ETF worth $6.91M as of Q4 2024.
  • TAP Consulting bought 158 VictoryShares US 500 Volatility Wtd ETF shares in Q4 2024, an estimated $13.8K.
  • VictoryShares US 500 Volatility Wtd ETF made up 1.41% of TAP Consulting's portfolio in Q4 2024, its #16 holding.
  • TAP Consulting first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2020 and has held it in 20 quarters since.
  • TAP Consulting's VictoryShares US 500 Volatility Wtd ETF position peaked at $7M in Q3 2024.
  • 69 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.