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Golden State Wealth Management’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Golden State Wealth Management’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
2026
Q1 		$1.01M Sell
10,999
-108
-1% -$10.1K 0.11% 157
2025
Q4 		$1.01M Sell
11,107
-41
-0.4% -$3.71K 0.11% 153
2025
Q3 		$1.01M Buy
11,148
+25
+0.2% +$2.24K 0.11% 142
2025
Q2 		$978K Sell
11,123
-313
-3% -$26.2K 0.12% 143
2025
Q1 		$966K Sell
11,436
-262
-2% -$22.6K 0.14% 130
2024
Q4 		$993K Buy
+11,698
New +$1.02M 0.15% 117
2022
Q1 		$936K Sell
12,637
-2,478
-16% -$181K 0.18% 111
2021
Q4 		$1.17M Buy
+15,115
New +$1.13M 0.2% 106
2021
Q1 		– Sell
-57,339
Closed -$3.57M – 206
2020
Q4 		$3.57M Sell
57,339
-6,410
-10% -$376K 1.03% 17
2020
Q3 		$3.46M Sell
63,749
-60,829
-49% -$3.26M 1.16% 18
2020
Q2 		$6.29M Buy
124,578
+121,199
+3,587% +$5.82M 2.02% 9
2020
Q1 		$143K Buy
+3,379
New +$177K 0.06% 196
2019
Q4 		– Sell
-174,909
Closed -$9.26M – 183
2019
Q3 		$9.26M Sell
174,909
-10,393
-6% -$546K 3.05% 3
2019
Q2 		$9.72M Buy
185,302
+16,833
+10% +$862K 3.08% 3
2019
Q1 		$8.46M Buy
+168,469
New +$8.15M 2.82% 4

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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Golden State Wealth Management's CFA Position: Q1 2026 in Review

Golden State Wealth Management reduced its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 0.97% in Q1 2026, selling an estimated $10.1K and leaving 10,999 shares worth $1.01M. The position accounts for 0.11% of the portfolio, ranked #157.

Golden State Wealth Management first reported a position in CFA in Q1 2019 and has held it in 15 quarters since. The position peaked at $9.72M in Q2 2019. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

  • Golden State Wealth Management held 10,999 shares of VictoryShares US 500 Volatility Wtd ETF worth $1.01M as of Q1 2026.
  • Golden State Wealth Management sold 108 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2026, an estimated $10.1K.
  • VictoryShares US 500 Volatility Wtd ETF made up 0.11% of Golden State Wealth Management's portfolio in Q1 2026, its #157 holding.
  • Golden State Wealth Management first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2019 and has held it in 15 quarters since.
  • Golden State Wealth Management's VictoryShares US 500 Volatility Wtd ETF position peaked at $9.72M in Q2 2019.
  • 71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.