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Claro Advisors’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Claro 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 		$593K Buy
6,486
+550
+9% +$51.6K 0.07% 211
2025
Q4 		$540K Hold
5,936
– – 0.07% 213
2025
Q3 		$540K Buy
5,936
+1,284
+28% +$115K 0.08% 211
2025
Q2 		$409K Buy
+4,652
New +$390K 0.07% 235

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 $21.8B AUM 28.57% 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

Claro Advisors's CFA Position: Q1 2026 in Review

Claro Advisors increased its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 9.3% in Q1 2026, buying an estimated $51.6K and bringing the position to 6,486 shares worth $593K. The position accounts for 0.07% of the portfolio, ranked #211.

Claro Advisors first reported a position in CFA in Q2 2025 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

  • Claro Advisors held 6,486 shares of VictoryShares US 500 Volatility Wtd ETF worth $593K as of Q1 2026.
  • Claro Advisors bought 550 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2026, an estimated $51.6K.
  • VictoryShares US 500 Volatility Wtd ETF made up 0.07% of Claro Advisors's portfolio in Q1 2026, its #211 holding.
  • Claro Advisors first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2025 and has held it in 4 quarters since.
  • 71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.