AssetMark Inc
CFA icon

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

AssetMark Inc’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
Q2 		$29.6K Buy
+300
New +$28.7K ﹤0.01% 2042
2019
Q1 		– Sell
-150
Closed -$7K – 1364
2018
Q4 		$7K Buy
+150
New +$7.15K ﹤0.01% 1052

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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 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

AssetMark Inc's CFA Position: Q2 2026 in Review

AssetMark Inc opened a new position in VictoryShares US 500 Volatility Wtd ETF (CFA) in Q2 2026: 300 shares worth $29.6K. The stake represents ﹤0.01% of the portfolio and ranks #2042 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in CFA as recently as Q4 2018.

AssetMark Inc first reported a position in CFA in Q4 2018 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold CFA as of Q2 2026.

  • AssetMark Inc held 300 shares of VictoryShares US 500 Volatility Wtd ETF worth $29.6K as of Q2 2026.
  • VictoryShares US 500 Volatility Wtd ETF was a new AssetMark Inc position in Q2 2026.
  • VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2042 holding.
  • AssetMark Inc first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2018 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.