Tradition Wealth Management’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-2,120	Closed	-$158K	–	510
2023 Q4	$158K	Hold	2,120	–	–	0.02%	360
2023 Q3	$144K	Hold	2,120	–	–	0.02%	354
2023 Q2	$151K	Buy	2,120 +800	+61%	+$54.9K	0.02%	358
2023 Q1	$91K	Buy	+1,320	New	+$91.3K	0.01%	465

Other funds holding CFA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

RJFSA

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tradition Wealth Management's CFA Position: Q1 2024 in Review

Tradition Wealth Management sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2024, closing a stake of 2,120 shares — an estimated $158K sold.

Tradition Wealth Management first reported a position in CFA in Q1 2023 and held it in 4 quarters. The position peaked at $158K in Q4 2023. 66 funds tracked by Wall St. Rank hold CFA as of Q1 2024.

Tradition Wealth Management reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 2,120 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2024, an estimated $158K.
Tradition Wealth Management first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2023 and held it in 4 quarters.
Tradition Wealth Management's VictoryShares US 500 Volatility Wtd ETF position peaked at $158K in Q4 2023.
66 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.