Independent Advisor Alliance’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Independent Advisor Alliance’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 Q2	–	Sell	-6,343	Closed	-$470K	–	1117
2026 Q1	$470K	Buy	+6,343	New	+$482K	0.01%	1134
2025 Q1	–	Sell	-6,514	Closed	-$449K	–	879
2024 Q4	$449K	Buy	+6,514	New	+$462K	0.01%	993
2020 Q1	–	Sell	-12,695	Closed	-$668K	–	473
2019 Q4	$668K	Buy	+12,695	New	+$642K	0.03%	463

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

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Independent Advisor Alliance's CFO Position: Q2 2026 in Review

Independent Advisor Alliance sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q2 2026, closing a stake of 6,343 shares — an estimated $470K sold.

Independent Advisor Alliance first reported a position in CFO in Q4 2019 and held it in 3 quarters. The position peaked at $668K in Q4 2019. 72 funds tracked by Wall St. Rank hold CFO as of Q2 2026.

Independent Advisor Alliance reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 6,343 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $470K.
Independent Advisor Alliance first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $668K in Q4 2019.
72 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.