Avior Wealth Management’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Avior Wealth Management’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 Q1	–	Sell	-1,256	Closed	-$107K	–	1009
2024 Q4	$107K	Buy	1,256 +4	+0.3%	+$350	﹤0.01%	875
2024 Q3	$108K	Buy	1,252 +2	+0.2%	+$164	﹤0.01%	868
2024 Q2	$99.2K	Buy	1,250 +152	+14%	+$12K	﹤0.01%	864
2024 Q1	$89.3K	Buy	+1,098	New	+$84.5K	﹤0.01%	1012

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

Avior Wealth Management's CFA Position: Q1 2025 in Review

Avior Wealth Management sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2025, closing a stake of 1,256 shares — an estimated $107K sold.

Avior Wealth Management first reported a position in CFA in Q1 2024 and held it in 4 quarters. The position peaked at $108K in Q3 2024. 65 funds tracked by Wall St. Rank hold CFA as of Q1 2025.

Avior Wealth Management reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 1,256 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2025, an estimated $107K.
Avior Wealth Management first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2024 and held it in 4 quarters.
Avior Wealth Management's VictoryShares US 500 Volatility Wtd ETF position peaked at $108K in Q3 2024.
65 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.