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GPS Wealth Strategies Group’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-1,354
Closed -$123K – 709
2025
Q3 		$123K Buy
1,354
+2
+0.1% +$179 0.01% 440
2025
Q2 		$119K Buy
1,352
+2
+0.1% +$168 0.01% 425
2025
Q1 		$114K Buy
1,350
+2
+0.1% +$173 0.02% 424
2024
Q4 		$114K Buy
1,348
+2
+0.1% +$175 0.01% 402
2024
Q3 		$116K Buy
+1,346
New +$111K 0.02% 401
2023
Q4 		– Sell
-110
Closed -$7.49K – 1253
2023
Q3 		$7.49K Hold
110
– – ﹤0.01% 898
2023
Q2 		$7.82K Hold
110
– – ﹤0.01% 889
2023
Q1 		$7.56K Buy
+110
New +$7.61K ﹤0.01% 893
2022
Q4 		– Sell
-110
Closed -$7K – 267
2022
Q3 		$7K Hold
110
– – ﹤0.01% 825
2022
Q2 		$7K Buy
110
+27
+33% +$1.86K ﹤0.01% 823
2022
Q1 		$6K Sell
83
-346
-81% -$25.3K ﹤0.01% 813
2021
Q4 		$33K Sell
429
-10,498
-96% -$788K 0.01% 489
2021
Q3 		$777K Buy
10,927
+60
+0.6% +$4.38K 0.19% 79
2021
Q2 		$774K Buy
10,867
+1,026
+10% +$72.2K 0.2% 79
2021
Q1 		$660K Sell
9,841
-1,437
-13% -$92.8K 0.19% 81
2020
Q4 		$703K Sell
11,278
-535
-5% -$31.4K 0.25% 67
2020
Q3 		$641K Buy
+11,813
New +$634K 0.26% 63

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

GPS Wealth Strategies Group's CFA Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q4 2025, closing a stake of 1,354 shares — an estimated $123K sold.

GPS Wealth Strategies Group first reported a position in CFA in Q3 2020 and held it in 17 quarters. The position peaked at $777K in Q3 2021. 72 funds tracked by Wall St. Rank hold CFA as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 1,354 VictoryShares US 500 Volatility Wtd ETF shares in Q4 2025, an estimated $123K.
  • GPS Wealth Strategies Group first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q3 2020 and held it in 17 quarters.
  • GPS Wealth Strategies Group's VictoryShares US 500 Volatility Wtd ETF position peaked at $777K in Q3 2021.
  • 72 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.