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 Q2	$418K	Buy	4,235 +136	+3%	+$13K	﹤0.01%	2908
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

HighTower Advisors's CFA Position: Q2 2026 in Review

HighTower Advisors increased its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 3.3% in Q2 2026, buying an estimated $13K and bringing the position to 4,235 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #2908.

HighTower Advisors first reported a position in CFA in Q3 2024 and has held it in 8 quarters since. The position peaked at $425K in Q4 2025. 81 funds tracked by Wall St. Rank hold CFA as of Q2 2026.

HighTower Advisors held 4,235 shares of VictoryShares US 500 Volatility Wtd ETF worth $418K as of Q2 2026.
HighTower Advisors bought 136 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2026, an estimated $13K.
VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2908 holding.
HighTower Advisors first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q3 2024 and has held it in 8 quarters since.
HighTower Advisors's VictoryShares US 500 Volatility Wtd ETF position peaked at $425K in Q4 2025.
81 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.