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Harbour Investments’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Harbour Investments’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 		$24.1K Buy
263
+155
+144% +$14.5K ﹤0.01% 2766
2025
Q4 		$9.83K Buy
+108
New +$9.77K ﹤0.01% 2751

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

Harbour Investments's CFA Position: Q1 2026 in Review

Harbour Investments increased its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 144% in Q1 2026, buying an estimated $14.5K and bringing the position to 263 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2766.

Harbour Investments first reported a position in CFA in Q4 2025 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

  • Harbour Investments held 263 shares of VictoryShares US 500 Volatility Wtd ETF worth $24.1K as of Q1 2026.
  • Harbour Investments bought 155 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2026, an estimated $14.5K.
  • VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2766 holding.
  • Harbour Investments first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2025 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.