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Wilbanks Smith & Thomas Asset Management’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024
Q1 		$3.01M Buy
45,670
+377
+0.8% +$23.5K 0.08% 140
2023
Q4 		$2.75M Sell
45,293
-3,341
-7% -$195K 0.08% 140
2023
Q3 		$2.87M Buy
48,634
+12,241
+34% +$752K 0.1% 129
2023
Q2 		$2.24M Sell
36,393
-14,536
-29% -$895K 0.07% 151
2023
Q1 		$3.17M Sell
50,929
-1,173
-2% -$74K 0.11% 125
2022
Q4 		$3.34M Sell
52,102
-1,588
-3% -$105K 0.13% 121
2022
Q3 		$3.44M Buy
53,690
+898
+2% +$58.9K 0.15% 117
2022
Q2 		$3.39M Buy
52,792
+925
+2% +$64.1K 0.14% 118
2022
Q1 		$3.61M Buy
51,867
+8,405
+19% +$615K 0.14% 114
2021
Q4 		$3.38M Buy
43,462
+3,459
+9% +$260K 0.12% 131
2021
Q3 		$2.85M Buy
40,003
+3,988
+11% +$291K 0.11% 133
2021
Q2 		$2.57M Buy
36,015
+1,824
+5% +$128K 0.1% 142
2021
Q1 		$2.3M Sell
34,191
-492
-1% -$31.8K 0.1% 146
2020
Q4 		$2.16M Buy
34,683
+21,315
+159% +$1.25M 0.1% 135
2020
Q3 		$728K Sell
13,368
-525
-4% -$28.3K 0.04% 203
2020
Q2 		$721K Buy
13,893
+898
+7% +$45.3K 0.04% 192
2020
Q1 		$606K Buy
12,995
+5,675
+78% +$289K 0.04% 200
2019
Q4 		$385K Sell
7,320
-2,554
-26% -$129K 0.02% 287
2019
Q3 		$487K Buy
9,874
+607
+7% +$29.7K 0.03% 233
2019
Q2 		$453K Sell
9,267
-208
-2% -$9.92K 0.03% 248
2019
Q1 		$443K Sell
9,475
-3,051
-24% -$139K 0.03% 257
2018
Q4 		$550K Buy
12,526
+211
+2% +$10K 0.04% 197
2018
Q3 		$637K Buy
12,315
+3,965
+47% +$204K 0.04% 205
2018
Q2 		$413K Buy
8,350
+140
+2% +$6.92K 0.03% 220
2018
Q1 		$401K Buy
8,210
+2,250
+38% +$112K 0.03% 215
2017
Q4 		$291K Sell
5,960
-120
-2% -$5.68K 0.02% 271
2017
Q3 		$277K Sell
6,080
-105
-2% -$4.67K 0.02% 260
2017
Q2 		$273K Sell
6,185
-425
-6% -$18.4K 0.02% 251
2017
Q1 		$282K Sell
6,610
-10
-0.2% -$419 0.02% 250
2016
Q4 		$267K Sell
6,620
-155
-2% -$6.08K 0.02% 247
2016
Q3 		$262K Sell
6,775
-35
-0.5% -$1.35K 0.02% 238
2016
Q2 		$253K Sell
6,810
-620
-8% -$22.9K 0.03% 242
2016
Q1 		$272K Sell
7,430
-4,295
-37% -$148K 0.03% 226
2015
Q4 		$419K Buy
+11,725
New +$424K 0.04% 174

Other funds holding CFO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's CFO Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 0.83% in Q1 2024, buying an estimated $23.5K and bringing the position to 45,670 shares worth $3.01M. The position accounts for 0.08% of the portfolio, ranked #140.

Wilbanks Smith & Thomas Asset Management first reported a position in CFO in Q4 2015 and has held it in 34 quarters since. The position peaked at $3.61M in Q1 2022. 71 funds tracked by Wall St. Rank hold CFO as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 45,670 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $3.01M as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 377 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2024, an estimated $23.5K.
  • VictoryShares US 500 Enhanced Volatility Wtd ETF made up 0.08% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #140 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2015 and has held it in 34 quarters since.
  • Wilbanks Smith & Thomas Asset Management's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $3.61M in Q1 2022.
  • 71 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.