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

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

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Royal Bank of Canada

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

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Commonwealth Equity Services

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