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AE Wealth Management’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

AE Wealth 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
2026
Q1 		$333K Sell
4,488
-18
-0.4% -$1.37K ﹤0.01% 1322
2025
Q4 		$333K Buy
+4,506
New +$330K ﹤0.01% 1259

Other funds holding CFO

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AE Wealth Management's CFO Position: Q1 2026 in Review

AE Wealth Management reduced its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 0.4% in Q1 2026, selling an estimated $1.37K and leaving 4,488 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

AE Wealth Management first reported a position in CFO in Q4 2025 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold CFO as of Q1 2026.

  • AE Wealth Management held 4,488 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $333K as of Q1 2026.
  • AE Wealth Management sold 18 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $1.37K.
  • VictoryShares US 500 Enhanced Volatility Wtd ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1322 holding.
  • AE Wealth Management first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2025 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.