Wealth & Pension Services Group’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Wealth & Pension Services Group’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
2019 Q3	$781K	Sell	15,834 -32	-0.2%	-$1.57K	0.57%	53
2019 Q2	$776K	Sell	15,866 -75	-0.5%	-$3.58K	0.56%	49
2019 Q1	$745K	Buy	15,941 +4,275	+37%	+$195K	0.58%	50
2018 Q4	$512K	Buy	+11,666	New	+$555K	0.46%	63

Other funds holding CFO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

KFGK

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wealth & Pension Services Group's CFO Position: Q3 2019 in Review

Wealth & Pension Services Group reduced its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 0.2% in Q3 2019, selling an estimated $1.57K and leaving 15,834 shares worth $781K. The position accounts for 0.57% of the portfolio, ranked #53.

Wealth & Pension Services Group first reported a position in CFO in Q4 2018 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold CFO as of Q3 2019.

Wealth & Pension Services Group held 15,834 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $781K as of Q3 2019.
Wealth & Pension Services Group sold 32 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q3 2019, an estimated $1.57K.
VictoryShares US 500 Enhanced Volatility Wtd ETF made up 0.57% of Wealth & Pension Services Group's portfolio in Q3 2019, its #53 holding.
Wealth & Pension Services Group first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2018 and has held it in 4 quarters since.
69 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.