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

Global Retirement Partners’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	$25.3K	Buy	+316	New	+$24.5K	﹤0.01%	2925
2025 Q4	$23.3K	Hold	316	–	–	﹤0.01%	2801
2025 Q3	$23.3K	Hold	316	–	–	﹤0.01%	2330
2025 Q2	$22.5K	Buy	+316	New	+$21.5K	﹤0.01%	2229
2024 Q4	$21.8K	Hold	316	–	–	﹤0.01%	2044
2024 Q3	$22K	Hold	316	–	–	﹤0.01%	1944
2024 Q2	$20.3K	Hold	316	–	–	﹤0.01%	1973
2024 Q1	$20.8K	Hold	316	–	–	﹤0.01%	1798
2023 Q4	$18.9K	Hold	316	–	–	﹤0.01%	1783
2023 Q3	$18.3K	Sell	316 -8	-2%	-$492	﹤0.01%	1685
2023 Q2	$19.9K	Hold	324	–	–	﹤0.01%	1669
2023 Q1	$19.9K	Buy	324 +264	+440%	+$16.7K	﹤0.01%	1638
2022 Q4	$3.85K	Buy	60 +1	+2%	+$66	﹤0.01%	2113
2022 Q3	$4K	Buy	59 +1	+2%	+$66	﹤0.01%	1982
2022 Q2	$4K	Hold	58	–	–	﹤0.01%	1940
2022 Q1	$4K	Buy	+58	New	+$4.25K	﹤0.01%	1942

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

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

Global Retirement Partners's CFO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q2 2026: 316 shares worth $25.3K. The stake represents ﹤0.01% of the portfolio and ranks #2925 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CFO as recently as Q4 2025.

Global Retirement Partners first reported a position in CFO in Q1 2022 and has held it in 16 quarters since. 72 funds tracked by Wall St. Rank hold CFO as of Q2 2026.

Global Retirement Partners held 316 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $25.3K as of Q2 2026.
VictoryShares US 500 Enhanced Volatility Wtd ETF was a new Global Retirement Partners position in Q2 2026.
VictoryShares US 500 Enhanced Volatility Wtd ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2925 holding.
Global Retirement Partners first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q1 2022 and has held it in 16 quarters since.
72 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.