GRP
CFA icon

Global Retirement Partners’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Global Retirement Partners’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
-60
Closed -$5.29K – 3897
2025
Q2 		$5.29K Buy
+60
New +$5.03K ﹤0.01% 2890

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
LPL Financial
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

Global Retirement Partners's CFA Position: Q3 2025 in Review

Global Retirement Partners sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q3 2025, closing a stake of 60 shares — an estimated $5.29K sold.

Global Retirement Partners first reported a position in CFA in Q2 2025 and held it in 1 quarter. The position peaked at $5.29K in Q2 2025. 68 funds tracked by Wall St. Rank hold CFA as of Q3 2025.

  • Global Retirement Partners reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 60 VictoryShares US 500 Volatility Wtd ETF shares in Q3 2025, an estimated $5.29K.
  • Global Retirement Partners first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2025 and held it in 1 quarter.
  • Global Retirement Partners's VictoryShares US 500 Volatility Wtd ETF position peaked at $5.29K in Q2 2025.
  • 68 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.