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

Avantax Advisory Services’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	$279K	Hold	3,916	–	–	﹤0.01%	1970
2025 Q1	$268K	Hold	3,916	–	–	﹤0.01%	1915
2024 Q4	$270K	Sell	3,916 -100	-2%	-$7.09K	﹤0.01%	1854
2024 Q3	$280K	Buy	4,016 +326	+9%	+$21.7K	﹤0.01%	1809
2024 Q2	$237K	Hold	3,690	–	–	﹤0.01%	1851
2024 Q1	$243K	Sell	3,690 -250	-6%	-$15.6K	﹤0.01%	1423
2023 Q4	$239K	Hold	3,940	–	–	﹤0.01%	1363
2023 Q3	$232K	Sell	3,940 -165	-4%	-$10.1K	﹤0.01%	1340
2023 Q2	$253K	Buy	4,105 +2	+0%	+$123	﹤0.01%	1279
2023 Q1	$256K	Buy	+4,103	New	+$259K	﹤0.01%	1243
2022 Q2	–	Sell	-2,785	Closed	-$206K	–	1316
2022 Q1	$206K	Hold	2,785	–	–	﹤0.01%	1185
2021 Q4	$216K	Buy	+2,785	New	+$209K	﹤0.01%	1141
2021 Q3	–	Sell	-2,900	Closed	-$207K	–	1189
2021 Q2	$207K	Sell	2,900 -120	-4%	-$8.45K	﹤0.01%	1066
2021 Q1	$202K	Buy	+3,020	New	+$195K	﹤0.01%	959
2019 Q2	–	Sell	-4,470	Closed	-$209K	–	518
2019 Q1	$209K	Sell	4,470 -1,181	-21%	-$53.8K	0.01%	454
2018 Q4	$249K	Buy	+5,651	New	+$269K	0.04%	332

Other funds holding CFO

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

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

Avantax Advisory Services held its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) position steady in Q2 2025 at 3,916 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1970.

Avantax Advisory Services first reported a position in CFO in Q4 2018 and has held it in 16 quarters since. The position peaked at $280K in Q3 2024. 70 funds tracked by Wall St. Rank hold CFO as of Q2 2025.

Avantax Advisory Services held 3,916 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $279K as of Q2 2025.
Avantax Advisory Services left its VictoryShares US 500 Enhanced Volatility Wtd ETF share count unchanged in Q2 2025.
VictoryShares US 500 Enhanced Volatility Wtd ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1970 holding.
Avantax Advisory Services first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2018 and has held it in 16 quarters since.
Avantax Advisory Services's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $280K in Q3 2024.
70 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2025.

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