Envestnet Asset Management
CFO icon

Envestnet Asset Management’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Envestnet Asset Management’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 		$444K Sell
5,987
-4,408
-42% -$335K ﹤0.01% 4016
2025
Q4 		$768K Sell
10,395
-69
-0.7% -$5.06K ﹤0.01% 3427
2025
Q3 		$772K Sell
10,464
-1,539
-13% -$112K ﹤0.01% 3478
2025
Q2 		$856K Buy
12,003
+35
+0.3% +$2.38K ﹤0.01% 3368
2025
Q1 		$820K Sell
11,968
-1,104
-8% -$77.2K ﹤0.01% 3326
2024
Q4 		$901K Sell
13,072
-57
-0.4% -$4.04K ﹤0.01% 3232
2024
Q3 		$916K Buy
13,129
+84
+0.6% +$5.59K ﹤0.01% 3190
2024
Q2 		$838K Buy
13,045
+492
+4% +$31.6K ﹤0.01% 3141
2024
Q1 		$828K Sell
12,553
-1,753
-12% -$109K ﹤0.01% 3153
2023
Q4 		$868K Sell
14,306
-6,446
-31% -$376K ﹤0.01% 3026
2023
Q3 		$1.22M Sell
20,752
-215
-1% -$13.2K ﹤0.01% 2664
2023
Q2 		$1.29M Sell
20,967
-5,840
-22% -$359K ﹤0.01% 2555
2023
Q1 		$1.67M Sell
26,807
-2,518
-9% -$159K ﹤0.01% 2314
2022
Q4 		$1.88M Buy
29,325
+750
+3% +$49.5K ﹤0.01% 2195
2022
Q3 		$1.83M Buy
28,575
+1,434
+5% +$94.1K ﹤0.01% 2137
2022
Q2 		$1.74M Sell
27,141
-1,588
-6% -$110K ﹤0.01% 2197
2022
Q1 		$2.13M Sell
28,729
-5,150
-15% -$377K ﹤0.01% 2162
2021
Q4 		$2.63M Sell
33,879
-1,221
-3% -$91.7K ﹤0.01% 1992
2021
Q3 		$2.5M Sell
35,100
-10
-0% -$731 ﹤0.01% 1950
2021
Q2 		$2.5M Buy
35,110
+245
+0.7% +$17.2K ﹤0.01% 1918
2021
Q1 		$2.34M Sell
34,865
-2,385
-6% -$154K ﹤0.01% 1845
2020
Q4 		$2.32M Sell
37,250
-14,675
-28% -$862K ﹤0.01% 1678
2020
Q3 		$2.83M Sell
51,925
-16,396
-24% -$884K ﹤0.01% 1427
2020
Q2 		$3.54M Buy
68,321
+26,212
+62% +$1.32M ﹤0.01% 1281
2020
Q1 		$1.97M Buy
42,109
+3,757
+10% +$191K ﹤0.01% 1430
2019
Q4 		$2.02M Sell
38,352
-2,234
-6% -$113K ﹤0.01% 1604
2019
Q3 		$2M Buy
40,586
+1,377
+4% +$67.4K ﹤0.01% 1540
2019
Q2 		$1.92M Buy
39,209
+15,518
+66% +$740K ﹤0.01% 1579
2019
Q1 		$1.11M Buy
23,691
+12,179
+106% +$555K ﹤0.01% 1842
2018
Q4 		$505K Buy
+11,512
New +$548K ﹤0.01% 2151

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 $377B 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 $570B 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 $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management's CFO Position: Q1 2026 in Review

Envestnet Asset Management reduced its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 42% in Q1 2026, selling an estimated $335K and leaving 5,987 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #4016.

Envestnet Asset Management first reported a position in CFO in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.54M in Q2 2020. 67 funds tracked by Wall St. Rank hold CFO as of Q1 2026.

  • Envestnet Asset Management held 5,987 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $444K as of Q1 2026.
  • Envestnet Asset Management sold 4,408 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $335K.
  • VictoryShares US 500 Enhanced Volatility Wtd ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4016 holding.
  • Envestnet Asset Management first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2018 and has held it in 30 quarters since.
  • Envestnet Asset Management's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $3.54M in Q2 2020.
  • 67 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.