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

Aptus Capital Advisors’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	$201K	Sell	2,715 -702	-21%	-$53.4K	﹤0.01%	1018
2025 Q4	$252K	Sell	3,417 -619	-15%	-$45.4K	﹤0.01%	950
2025 Q3	$298K	Sell	4,036 -39	-1%	-$2.83K	﹤0.01%	846
2025 Q2	$290K	Buy	4,075 +10	+0.2%	+$680	﹤0.01%	832
2025 Q1	$278K	Sell	4,065 -129	-3%	-$9.02K	﹤0.01%	791
2024 Q4	$289K	Buy	4,194 +4	+0.1%	+$284	﹤0.01%	778
2024 Q3	$292K	Buy	4,190 +63	+2%	+$4.2K	﹤0.01%	659
2024 Q2	$265K	Buy	4,127 +4	+0.1%	+$257	0.01%	651
2024 Q1	$272K	Buy	+4,123	New	+$257K	0.01%	657

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B 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

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return