CPL
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CAP Partners LLC’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

CAP Partners LLC’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 		$215K Buy
+2,684
New +$208K 0.11% 147
2025
Q3 		– Sell
-2,815
Closed -$201K – 147
2025
Q2 		$201K Buy
+2,815
New +$191K 0.13% 135

Other funds holding CFO

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAP Partners LLC's CFO Position: Q2 2026 in Review

CAP Partners LLC opened a new position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q2 2026: 2,684 shares worth $215K. The stake represents 0.11% of the portfolio and ranks #147 among its holdings. This is a return to the name: CAP Partners LLC previously reported a position in CFO as recently as Q2 2025.

CAP Partners LLC first reported a position in CFO in Q2 2025 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold CFO as of Q2 2026.

  • CAP Partners LLC held 2,684 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $215K as of Q2 2026.
  • VictoryShares US 500 Enhanced Volatility Wtd ETF was a new CAP Partners LLC position in Q2 2026.
  • VictoryShares US 500 Enhanced Volatility Wtd ETF made up 0.11% of CAP Partners LLC's portfolio in Q2 2026, its #147 holding.
  • CAP Partners LLC first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q2 2025 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.