Compass Financial Management’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Compass Financial Management’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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Compass Financial Management's CFA Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1178 holding.
79 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.