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

AssetMark Inc’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 Q2	$2.08K	Hold	26	–	–	﹤0.01%	2956
2026 Q1	$1.93K	Hold	26	–	–	﹤0.01%	2868
2025 Q4	$1.92K	Hold	26	–	–	﹤0.01%	2783
2025 Q3	$1.92K	Hold	26	–	–	﹤0.01%	2637
2025 Q2	$1.85K	Hold	26	–	–	﹤0.01%	2450
2025 Q1	$1.78K	Hold	26	–	–	﹤0.01%	2195
2024 Q4	$1.79K	Hold	26	–	–	﹤0.01%	2139
2024 Q3	$1.81K	Hold	26	–	–	﹤0.01%	1897
2024 Q2	$1.67K	Buy	+26	New	+$1.67K	﹤0.01%	1770
2023 Q2	–	Sell	-87	Closed	-$5.42K	–	1579
2023 Q1	$5.42K	Buy	+87	New	+$5.49K	﹤0.01%	1323

Other funds holding CFO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

BFS

BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return

FCM

Family Capital Management Grand Rapids, Michigan $258M AUM 23.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

AssetMark Inc's CFO Position: Q2 2026 in Review

AssetMark Inc held its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) position steady in Q2 2026 at 26 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2956.

AssetMark Inc first reported a position in CFO in Q1 2023 and has held it in 10 quarters since. The position peaked at $5.42K in Q1 2023. 32 funds tracked by Wall St. Rank hold CFO as of Q2 2026.

AssetMark Inc held 26 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $2.08K as of Q2 2026.
AssetMark Inc left its VictoryShares US 500 Enhanced Volatility Wtd ETF share count unchanged in Q2 2026.
VictoryShares US 500 Enhanced Volatility Wtd ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2956 holding.
AssetMark Inc first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q1 2023 and has held it in 10 quarters since.
AssetMark Inc's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $5.42K in Q1 2023.
32 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2026.

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