Ameriprise
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Ameriprise’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Ameriprise’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
Q1 		$3.29M Sell
35,941
-2,115
-6% -$198K ﹤0.01% 2700
2025
Q4 		$3.46M Sell
38,056
-2,020
-5% -$183K ﹤0.01% 2697
2025
Q3 		$3.65M Sell
40,076
-5,465
-12% -$489K ﹤0.01% 2651
2025
Q2 		$4.01M Sell
45,541
-14,662
-24% -$1.23M ﹤0.01% 2528
2025
Q1 		$5.08M Sell
60,203
-14,279
-19% -$1.23M ﹤0.01% 2301
2024
Q4 		$6.32M Sell
74,482
-2,719
-4% -$238K ﹤0.01% 2186
2024
Q3 		$6.65M Sell
77,201
-9,500
-11% -$781K ﹤0.01% 2166
2024
Q2 		$6.88M Sell
86,701
-9,245
-10% -$733K ﹤0.01% 2050
2024
Q1 		$7.9M Sell
95,946
-22,137
-19% -$1.7M ﹤0.01% 2001
2023
Q4 		$8.81M Sell
118,083
-5,707
-5% -$398K ﹤0.01% 1894
2023
Q3 		$8.43M Sell
123,790
-71,954
-37% -$5.12M ﹤0.01% 1841
2023
Q2 		$13.9M Sell
195,744
-155,242
-44% -$10.6M ﹤0.01% 1506
2023
Q1 		$24.1M Buy
350,986
+59,005
+20% +$4.08M 0.01% 1144
2022
Q4 		$19.8M Buy
291,981
+143,704
+97% +$9.62M 0.01% 1233
2022
Q3 		$9.04M Sell
148,277
-8,439
-5% -$566K ﹤0.01% 1768
2022
Q2 		$10.2M Sell
156,716
-60,872
-28% -$4.2M ﹤0.01% 1739
2022
Q1 		$16.1M Buy
217,588
+40,221
+23% +$2.94M ﹤0.01% 1520
2021
Q4 		$13.8M Sell
177,367
-10,452
-6% -$785K ﹤0.01% 1706
2021
Q3 		$13.4M Sell
187,819
-28,381
-13% -$2.07M ﹤0.01% 1606
2021
Q2 		$15.4M Sell
216,200
-29,997
-12% -$2.11M ﹤0.01% 1555
2021
Q1 		$16.6M Sell
246,197
-59,104
-19% -$3.82M 0.01% 1478
2020
Q4 		$19M Sell
305,301
-1,992
-0.6% -$117K 0.01% 1255
2020
Q3 		$16.7M Buy
307,293
+2,605
+0.9% +$140K 0.01% 1186
2020
Q2 		$15.4M Sell
304,688
-79,540
-21% -$3.82M 0.01% 1218
2020
Q1 		$16.3M Sell
384,228
-36,060
-9% -$1.89M 0.01% 1066
2019
Q4 		$23.7M Buy
420,288
+18,797
+5% +$1.02M 0.01% 1062
2019
Q3 		$21.3M Sell
401,491
-29,546
-7% -$1.55M 0.01% 1101
2019
Q2 		$22.6M Sell
431,037
-15,374
-3% -$787K 0.01% 1070
2019
Q1 		$22.4M Buy
446,411
+25,267
+6% +$1.22M 0.01% 1053
2018
Q4 		$18.5M Sell
421,144
-154,841
-27% -$7.38M 0.01% 1103
2018
Q3 		$29.8M Buy
575,985
+4,988
+0.9% +$256K 0.01% 1034
2018
Q2 		$28.2M Buy
570,997
+31,551
+6% +$1.56M 0.01% 952
2018
Q1 		$26.4M Sell
539,446
-24,782
-4% -$1.23M 0.01% 972
2017
Q4 		$27.5M Buy
564,228
+42,056
+8% +$1.99M 0.01% 874
2017
Q3 		$23.8M Buy
522,172
+235,189
+82% +$10.5M 0.01% 935
2017
Q2 		$12.7M Buy
286,983
+117,751
+70% +$5.1M 0.01% 1354
2017
Q1 		$7.22M Buy
169,232
+72,966
+76% +$3.06M ﹤0.01% 1757
2016
Q4 		$3.88M Buy
+96,266
New +$3.78M ﹤0.01% 2246

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise's CFA Position: Q1 2026 in Review

Ameriprise reduced its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 5.6% in Q1 2026, selling an estimated $198K and leaving 35,941 shares worth $3.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2700.

Ameriprise first reported a position in CFA in Q4 2016 and has held it in 38 quarters since. The position peaked at $29.8M in Q3 2018. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

  • Ameriprise held 35,941 shares of VictoryShares US 500 Volatility Wtd ETF worth $3.29M as of Q1 2026.
  • Ameriprise sold 2,115 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2026, an estimated $198K.
  • VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2700 holding.
  • Ameriprise first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2016 and has held it in 38 quarters since.
  • Ameriprise's VictoryShares US 500 Volatility Wtd ETF position peaked at $29.8M in Q3 2018.
  • 71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.