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

TAP Consulting’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
2022 Q1	–	Sell	-307	Closed	-$24K	–	205
2021 Q4	$24K	Buy	+307	New	+$23.1K	0.01%	347
2021 Q2	–	Sell	-3,289	Closed	-$221K	–	139
2021 Q1	$221K	Sell	3,289 -5,973	-64%	-$386K	0.07%	118
2020 Q4	$578K	Sell	9,262 -5,244	-36%	-$308K	0.21%	89
2020 Q3	$790K	Sell	14,506 -6,038	-29%	-$325K	0.31%	65
2020 Q2	$1.07M	Sell	20,544 -86,805	-81%	-$4.38M	0.52%	54
2020 Q1	$5.01M	Sell	107,349 -8,778	-8%	-$446K	3.37%	2
2019 Q4	$6.11M	Buy	116,127 +8,596	+8%	+$435K	3.4%	3
2019 Q3	$5.31M	Buy	+107,531	New	+$5.26M	3.13%	4
2019 Q1	$4.94M	Buy	+105,741	New	+$4.82M	3.74%	3

Other funds holding CFO

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SOS

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

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

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

KFGK

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

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

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

TAP Consulting's CFO Position: Q1 2022 in Review

TAP Consulting sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q1 2022, closing a stake of 307 shares — an estimated $24K sold.

TAP Consulting first reported a position in CFO in Q1 2019 and held it in 9 quarters. The position peaked at $6.11M in Q4 2019. 77 funds tracked by Wall St. Rank hold CFO as of Q1 2022.

TAP Consulting reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q1 2022 after selling out during the quarter.
TAP Consulting sold 307 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2022, an estimated $24K.
TAP Consulting first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q1 2019 and held it in 9 quarters.
TAP Consulting's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $6.11M in Q4 2019.
77 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2022.

Based on TAP Consulting's 13F filing for Q1 2022, filed 26 Apr 2022.