Avantax Advisory Services’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Avantax Advisory Services’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	$220K	Hold	2,505	–	–	﹤0.01%	2139
2025 Q1	$212K	Hold	2,505	–	–	﹤0.01%	2069
2024 Q4	$213K	Hold	2,505	–	–	﹤0.01%	2023
2024 Q3	$216K	Buy	+2,505	New	+$206K	﹤0.01%	1967
2024 Q2	–	Sell	-2,505	Closed	-$204K	–	2081
2024 Q1	$204K	Buy	+2,505	New	+$193K	﹤0.01%	1532

Other funds holding CFA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.37B AUM 20.67% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avantax Advisory Services's CFA Position: Q2 2025 in Review

Avantax Advisory Services held its VictoryShares US 500 Volatility Wtd ETF (CFA) position steady in Q2 2025 at 2,505 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2139.

Avantax Advisory Services first reported a position in CFA in Q1 2024 and has held it in 5 quarters since. 68 funds tracked by Wall St. Rank hold CFA as of Q2 2025.

Avantax Advisory Services held 2,505 shares of VictoryShares US 500 Volatility Wtd ETF worth $220K as of Q2 2025.
Avantax Advisory Services 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 Avantax Advisory Services's portfolio in Q2 2025, its #2139 holding.
Avantax Advisory Services first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2024 and has held it in 5 quarters since.
68 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.