Creative Planning
CFA icon

Creative Planning’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Creative Planning’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 		$428K Hold
4,676
– – ﹤0.01% 3149
2025
Q4 		$426K Sell
4,676
-4,338
-48% -$392K ﹤0.01% 2973
2025
Q3 		$820K Buy
9,014
+37
+0.4% +$3.31K ﹤0.01% 2304
2025
Q2 		$790K Buy
8,977
+66
+0.7% +$5.54K ﹤0.01% 2061
2025
Q1 		$752K Buy
8,911
+81
+0.9% +$6.99K ﹤0.01% 1950
2024
Q4 		$750K Buy
8,830
+146
+2% +$12.8K ﹤0.01% 1880
2024
Q3 		$748K Sell
8,684
-4
-0% -$329 ﹤0.01% 1757
2024
Q2 		$689K Buy
8,688
+322
+4% +$25.5K ﹤0.01% 1686
2024
Q1 		$681K Buy
8,366
+109
+1% +$8.39K ﹤0.01% 1626
2023
Q4 		$616K Buy
8,257
+229
+3% +$16K ﹤0.01% 1554
2023
Q3 		$547K Buy
8,028
+124
+2% +$8.82K ﹤0.01% 1506
2023
Q2 		$562K Sell
7,904
-290
-4% -$19.9K ﹤0.01% 1476
2023
Q1 		$563K Sell
8,194
-1,279
-14% -$88.4K ﹤0.01% 1390
2022
Q4 		$642K Buy
9,473
+9
+0.1% +$603 ﹤0.01% 1286
2022
Q3 		$577K Buy
9,464
+7
+0.1% +$470 ﹤0.01% 1246
2022
Q2 		$607K Buy
9,457
+2
+0% +$138 ﹤0.01% 1209
2022
Q1 		$700K Buy
9,455
+7
+0.1% +$512 ﹤0.01% 1157
2021
Q4 		$734K Buy
9,448
+6,577
+229% +$494K ﹤0.01% 1103
2021
Q3 		$204K Sell
2,871
-2,589
-47% -$189K ﹤0.01% 1850
2021
Q2 		$390K Buy
+5,460
New +$384K ﹤0.01% 1410
2017
Q3 		– Sell
-282
Closed -$12K – 2181
2017
Q2 		$12K Buy
+282
New +$12.2K ﹤0.01% 3500

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

Creative Planning's CFA Position: Q1 2026 in Review

Creative Planning held its VictoryShares US 500 Volatility Wtd ETF (CFA) position steady in Q1 2026 at 4,676 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #3149.

Creative Planning first reported a position in CFA in Q2 2017 and has held it in 21 quarters since. The position peaked at $820K in Q3 2025. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

  • Creative Planning held 4,676 shares of VictoryShares US 500 Volatility Wtd ETF worth $428K as of Q1 2026.
  • Creative Planning left its VictoryShares US 500 Volatility Wtd ETF share count unchanged in Q1 2026.
  • VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3149 holding.
  • Creative Planning first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2017 and has held it in 21 quarters since.
  • Creative Planning's VictoryShares US 500 Volatility Wtd ETF position peaked at $820K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.