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

Western 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
2020 Q1	–	Sell	-51,568	Closed	-$2.8M	–	378
2019 Q4	$2.8M	Buy	+51,568	New	+$2.8M	0.42%	50
2019 Q3	–	Sell	-99,631	Closed	-$4.97M	–	390
2019 Q2	$4.97M	Buy	99,631 +95,145	+2,121%	+$4.87M	0.65%	37
2019 Q1	$228K	Sell	4,486 -1,590	-26%	-$76.9K	0.05%	341
2018 Q4	$270K	Buy	+6,076	New	+$289K	0.07%	264

Other funds holding CFA

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Western Wealth Management's CFA Position: Q1 2020 in Review

Western Wealth Management sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2020, closing a stake of 51,568 shares — an estimated $2.8M sold.

Western Wealth Management first reported a position in CFA in Q4 2018 and held it in 4 quarters. The position peaked at $4.97M in Q2 2019. 61 funds tracked by Wall St. Rank hold CFA as of Q1 2020.

Western Wealth Management reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q1 2020 after selling out during the quarter.
Western Wealth Management sold 51,568 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2020, an estimated $2.8M.
Western Wealth Management first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2018 and held it in 4 quarters.
Western Wealth Management's VictoryShares US 500 Volatility Wtd ETF position peaked at $4.97M in Q2 2019.
61 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2020.

Based on Western Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.