CA
CFO icon

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
Q1 		$4.53M Sell
61,123
-491
-0.8% -$37.3K 0.05% 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 0.06% 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
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 $376B 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 $528B 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 $501B AUM 22.01% 1-Year Est. Return