Clearstead Advisors’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Clearstead Advisors’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	$5.08M	Buy	63,476 +2,353	+4%	+$183K	0.05%	238
2026 Q1	$4.53M	Sell	61,123 -491	-0.8%	-$37.3K	0.04%	246
2025 Q4	$4.55M	Buy	61,614 +4,964	+9%	+$364K	0.06%	214
2025 Q3	$4.18M	Buy	56,650 +1,317	+2%	+$95.6K	0.05%	216
2025 Q2	$3.94M	Buy	55,333 +688	+1%	+$46.8K	0.06%	219
2025 Q1	$3.74M	Sell	54,645 -1,248	-2%	-$87.3K	0.06%	212
2024 Q4	$3.85M	Buy	55,893 +9,450	+20%	+$670K	0.06%	208
2024 Q3	$3.24M	Buy	46,443 +607	+1%	+$40.4K	0.05%	235
2024 Q2	$2.95M	Buy	+45,836	New	+$2.94M	0.05%	230

Other funds holding CFO

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors's CFO Position: Q2 2026 in Review

Clearstead Advisors increased its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 3.8% in Q2 2026, buying an estimated $183K and bringing the position to 63,476 shares worth $5.08M. The position accounts for 0.05% of the portfolio, ranked #238.

Clearstead Advisors first reported a position in CFO in Q2 2024 and has held it in 9 quarters since. 72 funds tracked by Wall St. Rank hold CFO as of Q2 2026.

Clearstead Advisors held 63,476 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $5.08M as of Q2 2026.
Clearstead Advisors bought 2,353 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $183K.
VictoryShares US 500 Enhanced Volatility Wtd ETF made up 0.05% of Clearstead Advisors's portfolio in Q2 2026, its #238 holding.
Clearstead Advisors first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q2 2024 and has held it in 9 quarters since.
72 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.