AE Wealth Management
CFO icon

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
Q2 		$293K Sell
3,653
-835
-19% -$64.8K ﹤0.01% 1502
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 $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

AE Wealth Management's CFO Position: Q2 2026 in Review

AE Wealth Management reduced its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 19% in Q2 2026, selling an estimated $64.8K and leaving 3,653 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

AE Wealth Management first reported a position in CFO in Q4 2025 and has held it in 3 quarters since. The position peaked at $333K in Q1 2026. 72 funds tracked by Wall St. Rank hold CFO as of Q2 2026.

  • AE Wealth Management held 3,653 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $293K as of Q2 2026.
  • AE Wealth Management sold 835 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $64.8K.
  • VictoryShares US 500 Enhanced Volatility Wtd ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1502 holding.
  • AE Wealth Management first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2025 and has held it in 3 quarters since.
  • AE Wealth Management's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $333K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.