Financial Management Professionals’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Financial Management Professionals’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
2025 Q3	–	Sell	-1,711	Closed	-$151K	–	957
2025 Q2	$151K	Buy	+1,711	New	+$143K	0.02%	164

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

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Financial Management Professionals's CFA Position: Q3 2025 in Review

Financial Management Professionals sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q3 2025, closing a stake of 1,711 shares — an estimated $151K sold.

Financial Management Professionals first reported a position in CFA in Q2 2025 and held it in 1 quarter. The position peaked at $151K in Q2 2025. 68 funds tracked by Wall St. Rank hold CFA as of Q3 2025.

Financial Management Professionals reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q3 2025 after selling out during the quarter.
Financial Management Professionals sold 1,711 VictoryShares US 500 Volatility Wtd ETF shares in Q3 2025, an estimated $151K.
Financial Management Professionals first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2025 and held it in 1 quarter.
Financial Management Professionals's VictoryShares US 500 Volatility Wtd ETF position peaked at $151K in Q2 2025.
68 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q3 2025.

Based on Financial Management Professionals's 13F filing for Q3 2025, filed 15 Oct 2025.