Great Valley Advisor Group’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Great Valley Advisor 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
2026 Q3	$427K	Sell	4,462 -498	-10%	-$49.7K	0.01%	819
2026 Q2	$490K	Buy	4,960 +2	+0%	+$192	0.01%	732
2026 Q1	$454K	Buy	4,958 +2	+0%	+$188	0.01%	709
2025 Q4	$451K	Sell	4,956 -513	-9%	-$46.4K	0.01%	653
2025 Q3	$498K	Buy	5,469 +118	+2%	+$10.6K	0.01%	624
2025 Q2	$471K	Sell	5,351 -56	-1%	-$4.7K	0.01%	618
2025 Q1	$457K	Buy	5,407 +475	+10%	+$41K	0.01%	613
2024 Q4	$419K	Hold	4,932	–	–	0.01%	611
2024 Q3	$425K	Hold	4,932	–	–	0.01%	600
2024 Q2	$391K	Hold	4,932	–	–	0.01%	592
2024 Q1	$401K	Hold	4,932	–	–	0.01%	540
2023 Q4	$368K	Hold	4,932	–	–	0.01%	531
2023 Q3	$336K	Sell	4,932 -127	-3%	-$9.03K	0.01%	523
2023 Q2	$360K	Hold	5,059	–	–	0.02%	521
2023 Q1	$348K	Hold	5,059	–	–	0.02%	504
2022 Q4	$343K	Hold	5,059	–	–	0.02%	513
2022 Q3	$308K	Hold	5,059	–	–	0.02%	527
2022 Q2	$325K	Hold	5,059	–	–	0.02%	530
2022 Q1	$375K	Sell	5,059 -33	-0.6%	-$2.42K	0.02%	450
2021 Q4	$395K	Sell	5,092 -100	-2%	-$7.51K	0.02%	432
2021 Q3	$369K	Hold	5,192	–	–	0.03%	422
2021 Q2	$370K	Hold	5,192	–	–	0.03%	410
2021 Q1	$348K	Sell	5,192 -2,624	-34%	-$170K	0.03%	373
2020 Q4	$487K	Sell	7,816 -487	-6%	-$28.6K	0.05%	288
2020 Q3	$450K	Sell	8,303 -10,666	-56%	-$572K	0.06%	271
2020 Q2	$958K	Sell	18,969 -5,830	-24%	-$280K	0.16%	153
2020 Q1	$1.05M	Sell	24,799 -380	-2%	-$19.9K	0.28%	111
2019 Q4	$1.42M	Buy	25,179 +16,016	+175%	+$870K	0.32%	93
2019 Q3	$485K	Buy	+9,163	New	+$481K	0.12%	196

Other funds holding CFA

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Great Valley Advisor Group's CFA Position: Q3 2026 in Review

Great Valley Advisor Group reduced its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 10% in Q3 2026, selling an estimated $49.7K and leaving 4,462 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #819.

Great Valley Advisor Group first reported a position in CFA in Q3 2019 and has held it in 29 quarters since. The position peaked at $1.42M in Q4 2019. 71 funds tracked by Wall St. Rank hold CFA as of Q3 2026.

Great Valley Advisor Group held 4,462 shares of VictoryShares US 500 Volatility Wtd ETF worth $427K as of Q3 2026.
Great Valley Advisor Group sold 498 VictoryShares US 500 Volatility Wtd ETF shares in Q3 2026, an estimated $49.7K.
VictoryShares US 500 Volatility Wtd ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q3 2026, its #819 holding.
Great Valley Advisor Group first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q3 2019 and has held it in 29 quarters since.
Great Valley Advisor Group's VictoryShares US 500 Volatility Wtd ETF position peaked at $1.42M in Q4 2019.
71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.