Fidelity Investments
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Fidelity Investments’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Fidelity Investments’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 		$287K Buy
3,138
+1,409
+81% +$132K ﹤0.01% 3347
2025
Q4 		$157K Hold
1,729
– – ﹤0.01% 3546
2025
Q3 		$157K Buy
1,729
+526
+44% +$47.1K ﹤0.01% 3467
2025
Q2 		$106K Sell
1,203
-205
-15% -$17.2K ﹤0.01% 3584
2025
Q1 		$119K Buy
1,408
+226
+19% +$19.5K ﹤0.01% 3481
2024
Q4 		$100K Sell
1,182
-11
-0.9% -$962 ﹤0.01% 3550
2024
Q3 		$103K Sell
1,193
-1,459
-55% -$120K ﹤0.01% 3464
2024
Q2 		$210K Buy
2,652
+315
+13% +$25K ﹤0.01% 3008
2024
Q1 		$190K Buy
2,337
+307
+15% +$23.6K ﹤0.01% 3048
2023
Q4 		$151K Sell
2,030
-364
-15% -$25.4K ﹤0.01% 3046
2023
Q3 		$163K Buy
2,394
+364
+18% +$25.9K ﹤0.01% 2950
2023
Q2 		$144K Buy
2,030
+1,701
+517% +$117K ﹤0.01% 3042
2023
Q1 		$22.6K Hold
329
– – ﹤0.01% 3796
2022
Q4 		$22.3K Hold
329
– – ﹤0.01% 3739
2022
Q3 		$20K Hold
329
– – ﹤0.01% 3848
2022
Q2 		$21K Hold
329
– – ﹤0.01% 3857
2022
Q1 		$24K Hold
329
– – ﹤0.01% 3938
2021
Q4 		$26K Hold
329
– – ﹤0.01% 3389
2021
Q3 		$23K Hold
329
– – ﹤0.01% 3396
2021
Q2 		$23K Hold
329
– – ﹤0.01% 3345
2021
Q1 		$22K Hold
329
– – ﹤0.01% 3225
2020
Q4 		$20K Hold
329
– – ﹤0.01% 3177
2020
Q3 		$18K Hold
329
– – ﹤0.01% 3071
2020
Q2 		$17K Sell
329
-4,311
-93% -$207K ﹤0.01% 3017
2020
Q1 		$197K Buy
4,640
+164
+4% +$8.58K ﹤0.01% 2572
2019
Q4 		$253K Buy
4,476
+4,177
+1,397% +$227K ﹤0.01% 2601
2019
Q3 		$16K Buy
299
+206
+222% +$10.8K ﹤0.01% 3112
2019
Q2 		$5K Sell
93
-3
-3% -$154 ﹤0.01% 3363
2019
Q1 		$5K Buy
+96
New +$4.64K ﹤0.01% 3253
2018
Q4 		– Sell
-1
Closed – – 3563
2018
Q3 		$0 Buy
+1
New +$51 ﹤0.01% 3530

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
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
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments's CFA Position: Q1 2026 in Review

Fidelity Investments increased its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 81% in Q1 2026, buying an estimated $132K and bringing the position to 3,138 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #3347.

Fidelity Investments first reported a position in CFA in Q3 2018 and has held it in 30 quarters since. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

  • Fidelity Investments held 3,138 shares of VictoryShares US 500 Volatility Wtd ETF worth $287K as of Q1 2026.
  • Fidelity Investments bought 1,409 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2026, an estimated $132K.
  • VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3347 holding.
  • Fidelity Investments first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q3 2018 and has held it in 30 quarters since.
  • 71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.