Atria Wealth Solutions’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$260K	Hold	2,960	–	–	0.01%	1234
2025 Q1	$250K	Sell	2,960 -452	-13%	-$39K	﹤0.01%	1589
2024 Q4	$290K	Buy	3,412 +136	+4%	+$11.9K	﹤0.01%	1574
2024 Q3	$282K	Hold	3,276	–	–	﹤0.01%	1559
2024 Q2	$260K	Hold	3,276	–	–	﹤0.01%	1598
2024 Q1	$267K	Hold	3,276	–	–	﹤0.01%	1636
2023 Q4	$244K	Hold	3,276	–	–	﹤0.01%	1646
2023 Q3	$223K	Sell	3,276 -918	-22%	-$65.3K	﹤0.01%	1627
2023 Q2	$298K	Hold	4,194	–	–	﹤0.01%	1444
2023 Q1	$288K	Hold	4,194	–	–	﹤0.01%	1445
2022 Q4	$284K	Buy	+4,194	New	+$281K	﹤0.01%	1397
2022 Q3	–	Sell	-4,200	Closed	-$270K	–	1767
2022 Q2	$270K	Hold	4,200	–	–	0.01%	1268
2022 Q1	$311K	Buy	+4,200	New	+$307K	0.01%	1300

Other funds holding CFA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atria Wealth Solutions's CFA Position: Q2 2025 in Review

Atria Wealth Solutions held its VictoryShares US 500 Volatility Wtd ETF (CFA) position steady in Q2 2025 at 2,960 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #1234.

Atria Wealth Solutions first reported a position in CFA in Q1 2022 and has held it in 13 quarters since. The position peaked at $311K in Q1 2022. 68 funds tracked by Wall St. Rank hold CFA as of Q2 2025.

Atria Wealth Solutions held 2,960 shares of VictoryShares US 500 Volatility Wtd ETF worth $260K as of Q2 2025.
Atria Wealth Solutions left its VictoryShares US 500 Volatility Wtd ETF share count unchanged in Q2 2025.
VictoryShares US 500 Volatility Wtd ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1234 holding.
Atria Wealth Solutions first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's VictoryShares US 500 Volatility Wtd ETF position peaked at $311K in Q1 2022.
68 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.