Abel Hall LLC’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Abel Hall LLC’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
2026 Q2	$237K	Buy	+2,400	New	+$230K	0.04%	622

Other funds holding CFA

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Abel Hall LLC's CFA Position: Q2 2026 in Review

Abel Hall LLC opened a new position in VictoryShares US 500 Volatility Wtd ETF (CFA) in Q2 2026: 2,400 shares worth $237K. The stake represents 0.04% of the portfolio and ranks #622 among its holdings.

12 funds tracked by Wall St. Rank hold CFA as of Q2 2026.

Abel Hall LLC held 2,400 shares of VictoryShares US 500 Volatility Wtd ETF worth $237K as of Q2 2026.
VictoryShares US 500 Volatility Wtd ETF was a new Abel Hall LLC position in Q2 2026.
VictoryShares US 500 Volatility Wtd ETF made up 0.04% of Abel Hall LLC's portfolio in Q2 2026, its #622 holding.
12 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.