EverSource Wealth Advisors’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

EverSource Wealth 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 Q2	$43.5K	Hold	440	–	–	﹤0.01%	1867
2026 Q1	$40.2K	Buy	440 +1	+0.2%	+$94	﹤0.01%	2052
2025 Q4	$39.9K	Buy	439 +1	+0.2%	+$90	﹤0.01%	1905
2025 Q3	$39.8K	Buy	438 +1	+0.2%	+$90	﹤0.01%	1869
2025 Q2	$38.4K	Buy	437 +1	+0.2%	+$84	﹤0.01%	1797
2025 Q1	$36.8K	Sell	436 -292	-40%	-$25.2K	﹤0.01%	1391
2024 Q4	$61.8K	Sell	728 -703	-49%	-$61.5K	﹤0.01%	1091
2024 Q3	$123K	Buy	1,431 +354	+33%	+$29.1K	0.01%	723
2024 Q2	$88.8K	Buy	1,077 +216	+25%	+$17.1K	0.01%	843
2024 Q1	$66.8K	Sell	861 -812	-49%	-$62.5K	0.01%	863
2023 Q4	$125K	Sell	1,673 -2,718	-62%	-$189K	0.01%	570
2023 Q3	$299K	Buy	4,391 +517	+13%	+$36.8K	0.03%	306
2023 Q2	$275K	Buy	+3,874	New	+$266K	0.03%	331
2023 Q1	–	Sell	-80	Closed	-$5.42K	–	2404
2022 Q4	$5.42K	Buy	+80	New	+$5.36K	﹤0.01%	1567

Other funds holding CFA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

EverSource Wealth Advisors's CFA Position: Q2 2026 in Review

EverSource Wealth Advisors held its VictoryShares US 500 Volatility Wtd ETF (CFA) position steady in Q2 2026 at 440 shares worth $43.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

EverSource Wealth Advisors first reported a position in CFA in Q4 2022 and has held it in 14 quarters since. The position peaked at $299K in Q3 2023. 81 funds tracked by Wall St. Rank hold CFA as of Q2 2026.

EverSource Wealth Advisors held 440 shares of VictoryShares US 500 Volatility Wtd ETF worth $43.5K as of Q2 2026.
EverSource Wealth Advisors left its VictoryShares US 500 Volatility Wtd ETF share count unchanged in Q2 2026.
VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1867 holding.
EverSource Wealth Advisors first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2022 and has held it in 14 quarters since.
EverSource Wealth Advisors's VictoryShares US 500 Volatility Wtd ETF position peaked at $299K in Q3 2023.
81 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.