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
Q3 		$5.65K Sell
59
-241
-80% -$24K ﹤0.01% 2729
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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AssetMark Inc's CFA Position: Q3 2026 in Review

AssetMark Inc reduced its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 80% in Q3 2026, selling an estimated $24K and leaving 59 shares worth $5.65K. The position accounts for ﹤0.01% of the portfolio, ranked #2729.

AssetMark Inc first reported a position in CFA in Q4 2018 and has held it in 3 quarters since. The position peaked at $29.6K in Q2 2026. 37 funds tracked by Wall St. Rank hold CFA as of Q3 2026.

  • AssetMark Inc held 59 shares of VictoryShares US 500 Volatility Wtd ETF worth $5.65K as of Q3 2026.
  • AssetMark Inc sold 241 VictoryShares US 500 Volatility Wtd ETF shares in Q3 2026, an estimated $24K.
  • VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2729 holding.
  • AssetMark Inc first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2018 and has held it in 3 quarters since.
  • AssetMark Inc's VictoryShares US 500 Volatility Wtd ETF position peaked at $29.6K in Q2 2026.
  • 37 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.