Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Cambridge Investment Research Advisors’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
2026
Q1 		$2.73M Buy
29,894
+297
+1% +$27.9K 0.01% 1357
2025
Q4 		$2.69M Buy
29,597
+1,030
+4% +$93.2K 0.01% 1296
2025
Q3 		$2.6M Buy
28,567
+1
+0% +$90 0.01% 1307
2025
Q2 		$2.51M Buy
28,566
+11
+0% +$922 0.01% 1257
2025
Q1 		$2.41M Buy
28,555
+992
+4% +$85.6K 0.01% 1226
2024
Q4 		$2.34M Sell
27,563
-35
-0.1% -$3.06K 0.01% 1250
2024
Q3 		$2.38M Sell
27,598
-2
-0% -$164 0.01% 1219
2024
Q2 		$2.19M Buy
27,600
+1,019
+4% +$80.8K 0.01% 1223
2024
Q1 		$2.16M Sell
26,581
-8,246
-24% -$635K 0.01% 1209
2023
Q4 		$2.6M Sell
34,827
-2,734
-7% -$191K 0.01% 1035
2023
Q3 		$2.56M Sell
37,561
-244
-0.6% -$17.4K 0.01% 985
2023
Q2 		$2.69M Sell
37,805
-540
-1% -$37K 0.01% 998
2023
Q1 		$2.64M Buy
38,345
+8,033
+27% +$555K 0.01% 979
2022
Q4 		$2.05M Buy
30,312
+10,876
+56% +$728K 0.01% 1064
2022
Q3 		$1.19M Sell
19,436
-102
-0.5% -$6.84K 0.01% 1360
2022
Q2 		$1.25M Sell
19,538
-453
-2% -$31.2K 0.01% 1312
2022
Q1 		$1.48M Buy
19,991
+2,551
+15% +$187K 0.01% 1320
2021
Q4 		$1.35M Buy
17,440
+7,946
+84% +$596K 0.01% 1385
2021
Q3 		$675K Sell
9,494
-256
-3% -$18.7K ﹤0.01% 1815
2021
Q2 		$695K Sell
9,750
-506
-5% -$35.6K ﹤0.01% 1799
2021
Q1 		$688K Sell
10,256
-28
-0.3% -$1.81K ﹤0.01% 1666
2020
Q4 		$641K Hold
10,284
– – ﹤0.01% 1602
2020
Q3 		$558K Hold
10,284
– – ﹤0.01% 1534
2020
Q2 		$519K Sell
10,284
-711
-6% -$34.1K ﹤0.01% 1531
2020
Q1 		$466K Sell
10,995
-61,023
-85% -$3.19M ﹤0.01% 1404
2019
Q4 		$4.06M Buy
72,018
+1,424
+2% +$77.3K 0.03% 541
2019
Q3 		$3.74M Sell
70,594
-808
-1% -$42.5K 0.03% 529
2019
Q2 		$3.75M Sell
71,402
-844
-1% -$43.2K 0.03% 501
2019
Q1 		$3.63M Buy
72,246
+5,760
+9% +$279K 0.03% 486
2018
Q4 		$2.92M Buy
66,486
+49,280
+286% +$2.35M 0.03% 501
2018
Q3 		$891K Buy
17,206
+8
+0% +$411 0.01% 1089
2018
Q2 		$850K Buy
17,198
+1,268
+8% +$62.7K 0.01% 1075
2018
Q1 		$779K Buy
15,930
+154
+1% +$7.67K 0.01% 1077
2017
Q4 		$770K Buy
15,776
+3,647
+30% +$173K 0.01% 1049
2017
Q3 		$554K Buy
12,129
+1,319
+12% +$58.8K 0.01% 1205
2017
Q2 		$477K Buy
10,810
+345
+3% +$15K 0.01% 1229
2017
Q1 		$447K Buy
10,465
+2,057
+24% +$86.3K 0.01% 1129
2016
Q4 		$339K Buy
8,408
+600
+8% +$23.5K 0.01% 1208
2016
Q3 		$302K Buy
7,808
+5
+0.1% +$193 0.01% 1290
2016
Q2 		$290K Buy
+7,803
New +$289K 0.01% 1191

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors's CFA Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 1% in Q1 2026, buying an estimated $27.9K and bringing the position to 29,894 shares worth $2.73M. The position accounts for 0.01% of the portfolio, ranked #1357.

Cambridge Investment Research Advisors first reported a position in CFA in Q2 2016 and has held it in 40 quarters since. The position peaked at $4.06M in Q4 2019. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

  • Cambridge Investment Research Advisors held 29,894 shares of VictoryShares US 500 Volatility Wtd ETF worth $2.73M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 297 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2026, an estimated $27.9K.
  • VictoryShares US 500 Volatility Wtd ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1357 holding.
  • Cambridge Investment Research Advisors first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2016 and has held it in 40 quarters since.
  • Cambridge Investment Research Advisors's VictoryShares US 500 Volatility Wtd ETF position peaked at $4.06M in Q4 2019.
  • 71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.