BridgePort Financial Solutions’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

BridgePort Financial 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
2026 Q1	$1.3M	Sell	17,510 -67	-0.4%	-$5.09K	0.37%	57
2025 Q4	$1.3M	Sell	17,577 -1,073	-6%	-$78.7K	0.35%	60
2025 Q3	$1.38M	Sell	18,650 -320	-2%	-$23.2K	0.37%	56
2025 Q2	$1.35M	Sell	18,970 -203	-1%	-$13.8K	0.45%	49
2025 Q1	$1.31M	Hold	19,173	–	–	0.59%	41
2024 Q4	$1.34M	Buy	+19,173	New	+$1.36M	0.61%	40

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

BridgePort Financial Solutions's CFO Position: Q1 2026 in Review

BridgePort Financial Solutions reduced its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 0.38% in Q1 2026, selling an estimated $5.09K and leaving 17,510 shares worth $1.3M. The position accounts for 0.37% of the portfolio, ranked #57.

BridgePort Financial Solutions first reported a position in CFO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.38M in Q3 2025. 67 funds tracked by Wall St. Rank hold CFO as of Q1 2026.

BridgePort Financial Solutions held 17,510 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $1.3M as of Q1 2026.
BridgePort Financial Solutions sold 67 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $5.09K.
VictoryShares US 500 Enhanced Volatility Wtd ETF made up 0.37% of BridgePort Financial Solutions's portfolio in Q1 2026, its #57 holding.
BridgePort Financial Solutions first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2024 and has held it in 6 quarters since.
BridgePort Financial Solutions's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $1.38M in Q3 2025.
67 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.