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

Atria Wealth Solutions’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
2025
Q2 		$1.03M Sell
14,479
-1,105
-7% -$75.1K 0.02% 625
2025
Q1 		$1.07M Sell
15,584
-1,208
-7% -$84.5K 0.01% 860
2024
Q4 		$1.16M Sell
16,792
-2,347
-12% -$166K 0.01% 874
2024
Q3 		$1.34M Sell
19,139
-490
-2% -$32.6K 0.01% 809
2024
Q2 		$1.26M Sell
19,629
-9,439
-32% -$606K 0.01% 798
2024
Q1 		$1.92M Sell
29,068
-1,195
-4% -$74.6K 0.02% 655
2023
Q4 		$1.84M Sell
30,263
-2,518
-8% -$147K 0.02% 629
2023
Q3 		$1.93M Sell
32,781
-6,332
-16% -$389K 0.03% 575
2023
Q2 		$2.41M Buy
39,113
+278
+0.7% +$17.1K 0.03% 508
2023
Q1 		$2.42M Buy
38,835
+4,949
+15% +$312K 0.04% 481
2022
Q4 		$2.17M Buy
33,886
+2,291
+7% +$151K 0.03% 486
2022
Q3 		$2.03M Buy
31,595
+8,476
+37% +$556K 0.04% 474
2022
Q2 		$1.49M Sell
23,119
-18
-0.1% -$1.25K 0.03% 544
2022
Q1 		$1.71M Buy
+23,137
New +$1.69M 0.03% 528

Other funds holding CFO

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Atria Wealth Solutions reduced its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 7.1% in Q2 2025, selling an estimated $75.1K and leaving 14,479 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #625.

Atria Wealth Solutions first reported a position in CFO in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.42M in Q1 2023. 70 funds tracked by Wall St. Rank hold CFO as of Q2 2025.

  • Atria Wealth Solutions held 14,479 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $1.03M as of Q2 2025.
  • Atria Wealth Solutions sold 1,105 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q2 2025, an estimated $75.1K.
  • VictoryShares US 500 Enhanced Volatility Wtd ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #625 holding.
  • Atria Wealth Solutions first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $2.42M in Q1 2023.
  • 70 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2025.

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