Family Capital Management’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Family Capital 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	$1.3M	Sell	17,512 -1,282	-7%	-$97.5K	0.58%	38
2025 Q4	$1.39M	Sell	18,794 -66	-0.3%	-$4.84K	0.62%	35
2025 Q3	$1.39M	Hold	18,860	–	–	0.66%	33
2025 Q2	$1.34M	Sell	18,860 -363	-2%	-$24.7K	0.7%	30
2025 Q1	$1.32M	Sell	19,223 -320	-2%	-$22.4K	0.81%	26
2024 Q4	$1.35M	Sell	19,543 -256	-1%	-$18.2K	0.81%	26
2024 Q3	$1.38M	Sell	19,799 -48	-0.2%	-$3.2K	0.89%	24
2024 Q2	$1.28M	Sell	19,847 -2,800	-12%	-$180K	0.87%	25
2024 Q1	$1.49M	Hold	22,647	–	–	1.04%	23
2023 Q4	$1.37M	Sell	22,647 -1,563	-6%	-$91.2K	0.97%	21
2023 Q3	$1.43M	Sell	24,210 -300	-1%	-$18.4K	0.94%	20
2023 Q2	$1.51M	Sell	24,510 -186	-0.8%	-$11.4K	0.94%	20
2023 Q1	$1.54M	Sell	24,696 -261	-1%	-$16.5K	0.67%	21
2022 Q4	$1.6M	Buy	+24,957	New	+$1.65M	1.05%	21

Other funds holding CFO

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Family Capital Management's CFO Position: Q1 2026 in Review

Family Capital Management reduced its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 6.8% in Q1 2026, selling an estimated $97.5K and leaving 17,512 shares worth $1.3M. The position accounts for 0.58% of the portfolio, ranked #38.

Family Capital Management first reported a position in CFO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.6M in Q4 2022. 67 funds tracked by Wall St. Rank hold CFO as of Q1 2026.

Family Capital Management held 17,512 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $1.3M as of Q1 2026.
Family Capital Management sold 1,282 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $97.5K.
VictoryShares US 500 Enhanced Volatility Wtd ETF made up 0.58% of Family Capital Management's portfolio in Q1 2026, its #38 holding.
Family Capital Management first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2022 and has held it in 14 quarters since.
Family Capital Management's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $1.6M in Q4 2022.
67 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.