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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EverSource Wealth Advisors's CFA Position: Q1 2026 in Review

EverSource Wealth Advisors increased its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 0.23% in Q1 2026, buying an estimated $94 and bringing the position to 440 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

EverSource Wealth Advisors first reported a position in CFA in Q4 2022 and has held it in 13 quarters since. The position peaked at $299K in Q3 2023. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

EverSource Wealth Advisors held 440 shares of VictoryShares US 500 Volatility Wtd ETF worth $40.2K as of Q1 2026.
EverSource Wealth Advisors bought 1 VictoryShares US 500 Volatility Wtd ETF share in Q1 2026, an estimated $94.
VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2052 holding.
EverSource Wealth Advisors first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2022 and has held it in 13 quarters since.
EverSource Wealth Advisors's VictoryShares US 500 Volatility Wtd ETF position peaked at $299K in Q3 2023.
71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.