EWA
CFO icon

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

EverSource Wealth Advisors’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
Q2 		– Hold
0
– – – 4382
2026
Q1 		– Hold
0
– – – 4370
2025
Q4 		– Sell
-1
Closed -$73 – 4248
2025
Q3 		$77 Hold
1
– – ﹤0.01% 4223
2025
Q2 		$75 Hold
1
– – ﹤0.01% 4160
2025
Q1 		$72 Hold
1
– – ﹤0.01% 3864
2024
Q4 		$91 Hold
1
– – ﹤0.01% 3564
2024
Q3 		$92 Hold
1
– – ﹤0.01% 2983
2024
Q2 		$88 Sell
1
-3,071
-100% -$197K ﹤0.01% 2998
2024
Q1 		$193K Sell
3,072
-1,835
-37% -$114K 0.02% 502
2023
Q4 		$298K Sell
4,907
-6,118
-55% -$357K 0.03% 341
2023
Q3 		$650K Sell
11,025
-2,112
-16% -$130K 0.07% 199
2023
Q2 		$809K Sell
13,137
-6,142
-32% -$378K 0.09% 177
2023
Q1 		$1.2M Buy
19,279
+1,011
+6% +$63.8K 0.15% 125
2022
Q4 		$1.17M Buy
18,268
+889
+5% +$58.7K 0.18% 105
2022
Q3 		$1.11M Sell
17,379
-70
-0.4% -$4.59K 0.26% 75
2022
Q2 		$1.12M Buy
17,449
+4,140
+31% +$287K 0.29% 63
2022
Q1 		$986K Buy
13,309
+2,268
+21% +$166K 0.25% 71
2021
Q4 		$858K Buy
+11,041
New +$829K 0.24% 68

Other funds holding CFO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
BFS
BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return
FCM
Family Capital Management Grand Rapids, Michigan $258M AUM 23.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

EverSource Wealth Advisors held its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) position steady in Q2 2026 at 0 shares worth $12. The position accounts for ﹤0.01% of the portfolio, ranked #4382.

EverSource Wealth Advisors first reported a position in CFO in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.2M in Q1 2023. 28 funds tracked by Wall St. Rank hold CFO as of Q2 2026.

  • EverSource Wealth Advisors held 0 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $12 as of Q2 2026.
  • EverSource Wealth Advisors left its VictoryShares US 500 Enhanced Volatility Wtd ETF share count unchanged in Q2 2026.
  • VictoryShares US 500 Enhanced Volatility Wtd ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4382 holding.
  • EverSource Wealth Advisors first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2021 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $1.2M in Q1 2023.
  • 28 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2026.

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