Aptus Capital Advisors’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Aptus Capital Advisors’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	$1.01K	Hold	11	–	–	﹤0.01%	1644
2025 Q4	$1K	Sell	11 -120	-92%	-$10.9K	﹤0.01%	1636
2025 Q3	$11.9K	Hold	131	–	–	﹤0.01%	1414
2025 Q2	$11.5K	Hold	131	–	–	﹤0.01%	1349
2025 Q1	$11.1K	Hold	131	–	–	﹤0.01%	1268
2024 Q4	$11.1K	Hold	131	–	–	﹤0.01%	1276
2024 Q3	$11.3K	Hold	131	–	–	﹤0.01%	1087
2024 Q2	$10.4K	Hold	131	–	–	﹤0.01%	1025
2024 Q1	$10.7K	Buy	+131	New	+$10.1K	﹤0.01%	1030

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 New York $56.4B AUM 24.96% 1-Year Est. Return

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

Aptus Capital Advisors's CFA Position: Q1 2026 in Review

Aptus Capital Advisors held its VictoryShares US 500 Volatility Wtd ETF (CFA) position steady in Q1 2026 at 11 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Aptus Capital Advisors first reported a position in CFA in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.9K in Q3 2025. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

Aptus Capital Advisors held 11 shares of VictoryShares US 500 Volatility Wtd ETF worth $1.01K as of Q1 2026.
Aptus Capital Advisors left its VictoryShares US 500 Volatility Wtd ETF share count unchanged in Q1 2026.
VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1644 holding.
Aptus Capital Advisors first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2024 and has held it in 9 quarters since.
Aptus Capital Advisors's VictoryShares US 500 Volatility Wtd ETF position peaked at $11.9K in Q3 2025.
71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.