Horizons Wealth Management’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Horizons Wealth Management’s Portfolio CFO Stock Details CFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$97.7K	Sell	1,318 -113	-8%	-$8.59K	0.06%	80
2025 Q4	$106K	Sell	1,431 -168	-11%	-$12.3K	0.07%	80
2025 Q3	$118K	Hold	1,599	–	–	0.08%	79
2025 Q2	$114K	Hold	1,599	–	–	0.08%	80
2025 Q1	$110K	Hold	1,599	–	–	0.08%	77
2024 Q4	$110K	Hold	1,599	–	–	0.08%	76
2024 Q3	$112K	Hold	1,599	–	–	0.09%	78
2024 Q2	$105K	Sell	1,599 -833	-34%	-$53.5K	0.08%	79
2024 Q1	$148K	Hold	2,432	–	–	0.1%	68
2023 Q4	$148K	Sell	2,432 -14,685	-86%	-$857K	0.1%	68
2023 Q3	$1.01M	Sell	17,117 -674	-4%	-$41.4K	0.74%	21
2023 Q2	$1.1M	Sell	17,791 -1,017	-5%	-$62.6K	0.78%	22
2023 Q1	$1.17M	Sell	18,808 -297	-2%	-$18.7K	0.86%	22
2022 Q4	$1.22M	Sell	19,105 -316	-2%	-$20.9K	0.98%	21
2022 Q3	$1.25M	Sell	19,421 -61	-0.3%	-$4K	1.15%	17
2022 Q2	$1.3M	Buy	+19,482	New	+$1.35M	1.06%	17

Other funds holding CFO

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Horizons Wealth Management's CFO Position: Q1 2026 in Review

Horizons Wealth Management reduced its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 7.9% in Q1 2026, selling an estimated $8.59K and leaving 1,318 shares worth $97.7K. The position accounts for 0.06% of the portfolio, ranked #80.

Horizons Wealth Management first reported a position in CFO in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.3M in Q2 2022. 67 funds tracked by Wall St. Rank hold CFO as of Q1 2026.

Horizons Wealth Management held 1,318 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $97.7K as of Q1 2026.
Horizons Wealth Management sold 113 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $8.59K.
VictoryShares US 500 Enhanced Volatility Wtd ETF made up 0.06% of Horizons Wealth Management's portfolio in Q1 2026, its #80 holding.
Horizons Wealth Management first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $1.3M in Q2 2022.
67 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.