Tyler-Stone Wealth Management’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-141	Closed	-$11.2K	–	410
2024 Q2	$11.2K	Buy	141 +1	+0.7%	+$79	﹤0.01%	641
2024 Q1	$11.4K	Hold	140	–	–	0.01%	638
2023 Q4	$10.4K	Buy	140 +1	+0.7%	+$70	0.01%	629
2023 Q3	$9K	Hold	139	–	–	0.01%	628
2023 Q2	$10K	Buy	+139	New	+$9.53K	0.01%	607
2022 Q4	$9K	Buy	138 +1	+0.7%	+$67	0.01%	566
2022 Q3	$8K	Buy	137 +1	+0.7%	+$67	0.01%	570
2022 Q2	$9K	Hold	136	–	–	0.01%	573
2022 Q1	$10K	Buy	136 +1	+0.7%	+$73	0.01%	570
2021 Q4	$11K	Buy	+135	New	+$10.1K	0.01%	587

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

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

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

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

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

Tyler-Stone Wealth Management's CFA Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q3 2024, closing a stake of 141 shares — an estimated $11.2K sold.

Tyler-Stone Wealth Management first reported a position in CFA in Q4 2021 and held it in 10 quarters. The position peaked at $11.4K in Q1 2024. 71 funds tracked by Wall St. Rank hold CFA as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 141 VictoryShares US 500 Volatility Wtd ETF shares in Q3 2024, an estimated $11.2K.
Tyler-Stone Wealth Management first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's VictoryShares US 500 Volatility Wtd ETF position peaked at $11.4K in Q1 2024.
71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.