Yousif Capital Management’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Yousif Capital 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
2024 Q2	–	Sell	-141,193	Closed	-$11.5M	–	1966
2024 Q1	$11.5M	Sell	141,193 -19,502	-12%	-$1.5M	0.13%	148
2023 Q4	$12M	Hold	160,695	–	–	0.14%	138
2023 Q3	$10.9M	Buy	+160,695	New	+$11.4M	0.14%	139

Other funds holding CFA

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

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

RJFSA

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

PAG

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

SOS

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Yousif Capital Management's CFA Position: Q2 2024 in Review

Yousif Capital Management sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q2 2024, closing a stake of 141,193 shares — an estimated $11.5M sold.

Yousif Capital Management first reported a position in CFA in Q3 2023 and held it in 3 quarters. The position peaked at $12M in Q4 2023. 65 funds tracked by Wall St. Rank hold CFA as of Q2 2024.

Yousif Capital Management reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q2 2024 after selling out during the quarter.
Yousif Capital Management sold 141,193 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2024, an estimated $11.5M.
Yousif Capital Management first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q3 2023 and held it in 3 quarters.
Yousif Capital Management's VictoryShares US 500 Volatility Wtd ETF position peaked at $12M in Q4 2023.
65 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2024.

Based on Yousif Capital Management's 13F filing for Q2 2024, filed 31 Jul 2024.