Cerity Partners
CFO icon

Cerity Partners’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Cerity Partners’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 		$341K Hold
4,601
– – ﹤0.01% 2519
2025
Q4 		$340K Hold
4,601
– – ﹤0.01% 2333
2025
Q3 		$340K Buy
+4,601
New +$334K ﹤0.01% 2200

Other funds holding CFO

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners's CFO Position: Q1 2026 in Review

Cerity Partners held its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) position steady in Q1 2026 at 4,601 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #2519.

Cerity Partners first reported a position in CFO in Q3 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold CFO as of Q1 2026.

  • Cerity Partners held 4,601 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $341K as of Q1 2026.
  • Cerity Partners left its VictoryShares US 500 Enhanced Volatility Wtd ETF share count unchanged in Q1 2026.
  • VictoryShares US 500 Enhanced Volatility Wtd ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2519 holding.
  • Cerity Partners first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q3 2025 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.