Wealthcare Advisory Partners’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Wealthcare Advisory Partners’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
2020 Q2	–	Sell	-696	Closed	-$30K	–	470
2020 Q1	$30K	Buy	696 +2	+0.3%	+$105	﹤0.01%	620
2019 Q4	$39K	Buy	694 +3	+0.4%	+$163	0.01%	600
2019 Q3	$37K	Buy	691 +3	+0.4%	+$158	0.01%	597
2019 Q2	$36K	Buy	688 +2	+0.3%	+$102	0.01%	579
2019 Q1	$34K	Buy	686 +2	+0.3%	+$97	0.01%	541
2018 Q4	$30K	Buy	684 +3	+0.4%	+$143	0.01%	540
2018 Q3	$35K	Sell	681 -196	-22%	-$10.1K	0.01%	544
2018 Q2	$43K	Buy	877 +3	+0.3%	+$148	0.01%	489
2018 Q1	$43K	Buy	874 +246	+39%	+$12.2K	0.01%	429
2017 Q4	$31K	Buy	628 +283	+82%	+$13.4K	0.01%	449
2017 Q3	$16K	Buy	+345	New	+$15.4K	﹤0.01%	460

Other funds holding CFA

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

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

RJFSA

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

Wealthcare Advisory Partners's CFA Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q2 2020, closing a stake of 696 shares — an estimated $30K sold.

Wealthcare Advisory Partners first reported a position in CFA in Q3 2017 and held it in 11 quarters. The position peaked at $43K in Q2 2018. 58 funds tracked by Wall St. Rank hold CFA as of Q2 2020.

Wealthcare Advisory Partners reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 696 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2020, an estimated $30K.
Wealthcare Advisory Partners first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q3 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's VictoryShares US 500 Volatility Wtd ETF position peaked at $43K in Q2 2018.
58 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.