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
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 $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Global Retirement Partners's CFO Position: Q4 2025 in Review

Global Retirement Partners held its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) position steady in Q4 2025 at 316 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2801.

Global Retirement Partners first reported a position in CFO in Q1 2022 and has held it in 15 quarters since. 69 funds tracked by Wall St. Rank hold CFO as of Q4 2025.

Global Retirement Partners held 316 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $23.3K as of Q4 2025.
Global Retirement Partners left its VictoryShares US 500 Enhanced Volatility Wtd ETF share count unchanged in Q4 2025.
VictoryShares US 500 Enhanced Volatility Wtd ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2801 holding.
Global Retirement Partners first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q1 2022 and has held it in 15 quarters since.
69 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.