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COMPASS FINANCIAL MANAGEMENT LLC’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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
Q2 		$5.1K Buy
+50
New +$4.79K ﹤0.01% 1178

Other funds holding CFA

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's CFA Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in VictoryShares US 500 Volatility Wtd ETF (CFA) in Q2 2026: 50 shares worth $5.1K. The stake represents ﹤0.01% of the portfolio and ranks #1178 among its holdings.

56 funds tracked by Wall St. Rank hold CFA as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 50 shares of VictoryShares US 500 Volatility Wtd ETF worth $5.1K as of Q2 2026.
  • VictoryShares US 500 Volatility Wtd ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1178 holding.
  • 56 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.