Westside Investment Management’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Westside Investment Management’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
2023 Q3	–	Sell	-96	Closed	-$5.92K	–	847
2023 Q2	$5.92K	Hold	96	–	–	﹤0.01%	675
2023 Q1	$5.98K	Hold	96	–	–	﹤0.01%	668
2022 Q4	$6	Hold	96	–	–	﹤0.01%	671
2022 Q3	$6	Hold	96	–	–	﹤0.01%	662
2022 Q2	$6	Buy	+96	New	+$6.65K	﹤0.01%	658

Other funds holding CFO

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

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

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

RJFSA

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Westside Investment Management's CFO Position: Q3 2023 in Review

Westside Investment Management sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q3 2023, closing a stake of 96 shares — an estimated $5.92K sold.

Westside Investment Management first reported a position in CFO in Q2 2022 and held it in 5 quarters. The position peaked at $5.98K in Q1 2023. 70 funds tracked by Wall St. Rank hold CFO as of Q3 2023.

Westside Investment Management reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q3 2023 after selling out during the quarter.
Westside Investment Management sold 96 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q3 2023, an estimated $5.92K.
Westside Investment Management first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q2 2022 and held it in 5 quarters.
Westside Investment Management's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $5.98K in Q1 2023.
70 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q3 2023.

Based on Westside Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.