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 Q2	$1.4M	Hold	17,510	–	–	0.36%	63
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 $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BridgePort Financial Solutions's CFO Position: Q2 2026 in Review

BridgePort Financial Solutions held its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) position steady in Q2 2026 at 17,510 shares worth $1.4M. The position accounts for 0.36% of the portfolio, ranked #63.

BridgePort Financial Solutions first reported a position in CFO in Q4 2024 and has held it in 7 quarters since. 72 funds tracked by Wall St. Rank hold CFO as of Q2 2026.

BridgePort Financial Solutions held 17,510 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $1.4M as of Q2 2026.
BridgePort Financial Solutions left its VictoryShares US 500 Enhanced Volatility Wtd ETF share count unchanged in Q2 2026.
VictoryShares US 500 Enhanced Volatility Wtd ETF made up 0.36% of BridgePort Financial Solutions's portfolio in Q2 2026, its #63 holding.
BridgePort Financial Solutions first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2024 and has held it in 7 quarters since.
72 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.