HighTower Advisors’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

HighTower Advisors’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	$375K	Sell	4,099 -575	-12%	-$53.9K	﹤0.01%	2963
2025 Q4	$425K	Buy	4,674 +577	+14%	+$52.2K	﹤0.01%	2748
2025 Q3	$373K	Sell	4,097 -168	-4%	-$15K	﹤0.01%	2857
2025 Q2	$375K	Buy	4,265 +678	+19%	+$56.9K	﹤0.01%	2751
2025 Q1	$303K	Buy	3,587 +227	+7%	+$19.6K	﹤0.01%	2865
2024 Q4	$285K	Buy	3,360 +139	+4%	+$12.2K	﹤0.01%	2923
2024 Q3	$278K	Buy	+3,221	New	+$265K	﹤0.01%	2864

Other funds holding CFA

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

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 New York $56.4B AUM 24.96% 1-Year Est. Return

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

HighTower Advisors's CFA Position: Q1 2026 in Review

HighTower Advisors reduced its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 12% in Q1 2026, selling an estimated $53.9K and leaving 4,099 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #2963.

HighTower Advisors first reported a position in CFA in Q3 2024 and has held it in 7 quarters since. The position peaked at $425K in Q4 2025. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

HighTower Advisors held 4,099 shares of VictoryShares US 500 Volatility Wtd ETF worth $375K as of Q1 2026.
HighTower Advisors sold 575 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2026, an estimated $53.9K.
VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2963 holding.
HighTower Advisors first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q3 2024 and has held it in 7 quarters since.
HighTower Advisors's VictoryShares US 500 Volatility Wtd ETF position peaked at $425K in Q4 2025.
71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.