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

Concurrent Investment 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 		– Sell
-2,707
Closed -$246K – 1949
2025
Q4 		$246K Sell
2,707
-300
-10% -$27.1K ﹤0.01% 1514
2025
Q3 		$274K Sell
3,007
-332
-10% -$29.7K ﹤0.01% 1193
2025
Q2 		$294K Buy
+3,339
New +$280K 0.01% 1071

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 $21.3B AUM 22.13% 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

Concurrent Investment Advisors's CFA Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2026, closing a stake of 2,707 shares — an estimated $246K sold.

Concurrent Investment Advisors first reported a position in CFA in Q2 2025 and held it in 3 quarters. The position peaked at $294K in Q2 2025. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 2,707 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2026, an estimated $246K.
  • Concurrent Investment Advisors first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2025 and held it in 3 quarters.
  • Concurrent Investment Advisors's VictoryShares US 500 Volatility Wtd ETF position peaked at $294K in Q2 2025.
  • 71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

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