First Heartland Consultants’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

First Heartland Consultants’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	$204K	Buy	+2,544	New	+$197K	0.01%	572
2023 Q3	–	Sell	-3,295	Closed	-$203K	–	379
2023 Q2	$203K	Hold	3,295	–	–	0.03%	360
2023 Q1	$205K	Hold	3,295	–	–	0.03%	343
2022 Q4	$211K	Hold	3,295	–	–	0.03%	351
2022 Q3	$211K	Hold	3,295	–	–	0.02%	323
2022 Q2	$211K	Hold	3,295	–	–	0.03%	311
2022 Q1	$243K	Hold	3,295	–	–	0.04%	297
2021 Q4	$256K	Hold	3,295	–	–	0.01%	309
2021 Q3	$234K	Hold	3,295	–	–	0.04%	342
2021 Q2	$235K	Hold	3,295	–	–	0.04%	342
2021 Q1	$221K	Hold	3,295	–	–	0.04%	354
2020 Q4	$206K	Buy	+3,295	New	+$194K	0.03%	328
2020 Q1	–	Sell	-3,940	Closed	-$207K	–	249
2019 Q4	$207K	Sell	3,940 -403	-9%	-$20.4K	0.04%	281
2019 Q3	$214K	Hold	4,343	–	–	0.05%	271
2019 Q2	$212K	Sell	4,343 -546	-11%	-$26.1K	0.05%	262
2019 Q1	$229K	Hold	4,889	–	–	0.06%	242
2018 Q4	$215K	Hold	4,889	–	–	0.08%	220
2018 Q3	$253K	Hold	4,889	–	–	0.08%	210
2018 Q2	$242K	Hold	4,889	–	–	0.09%	205
2018 Q1	$239K	Sell	4,889 -645	-12%	-$32.1K	0.07%	238
2017 Q4	$270K	Sell	5,534 -910	-14%	-$43.1K	0.08%	223
2017 Q3	$294K	Hold	6,444	–	–	0.07%	269
2017 Q2	$284K	Sell	6,444 -257	-4%	-$11.1K	0.07%	276
2017 Q1	$286K	Sell	6,701 -390	-5%	-$16.4K	0.08%	260
2016 Q4	$286K	Sell	7,091 -764	-10%	-$30K	0.09%	259
2016 Q3	$303K	Sell	7,855 -2,173	-22%	-$83.7K	0.09%	239
2016 Q2	$373K	Hold	10,028	–	–	0.04%	186
2016 Q1	$368K	Sell	10,028 -2,446	-20%	-$84.1K	0.14%	169
2015 Q4	$446K	Buy	12,474 +4,460	+56%	+$161K	0.17%	147
2015 Q3	$274K	Buy	+8,014	New	+$291K	0.11%	193

Other funds holding CFO

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

First Heartland Consultants's CFO Position: Q2 2026 in Review

First Heartland Consultants opened a new position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q2 2026: 2,544 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #572 among its holdings. This is a return to the name: First Heartland Consultants previously reported a position in CFO as recently as Q2 2023.

First Heartland Consultants first reported a position in CFO in Q3 2015 and has held it in 30 quarters since. The position peaked at $446K in Q4 2015. 72 funds tracked by Wall St. Rank hold CFO as of Q2 2026.

First Heartland Consultants held 2,544 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $204K as of Q2 2026.
VictoryShares US 500 Enhanced Volatility Wtd ETF was a new First Heartland Consultants position in Q2 2026.
VictoryShares US 500 Enhanced Volatility Wtd ETF made up 0.01% of First Heartland Consultants's portfolio in Q2 2026, its #572 holding.
First Heartland Consultants first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q3 2015 and has held it in 30 quarters since.
First Heartland Consultants's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $446K in Q4 2015.
72 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.