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Integrated Wealth Concepts’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Integrated Wealth Concepts’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 		$7.54M Sell
101,720
-847
-0.8% -$64.4K 0.06% 300
2025
Q4 		$7.57M Sell
102,567
-2,448
-2% -$180K 0.09% 208
2025
Q3 		$7.75M Sell
105,015
-2,558
-2% -$186K 0.07% 273
2025
Q2 		$7.67M Sell
107,573
-2,497
-2% -$170K 0.08% 244
2025
Q1 		$7.54M Sell
110,070
-5,196
-5% -$363K 0.09% 230
2024
Q4 		$7.95M Buy
115,266
+1,907
+2% +$135K 0.09% 212
2024
Q3 		$7.91M Sell
113,359
-5,409
-5% -$360K 0.1% 201
2024
Q2 		$7.63M Sell
118,768
-9,834
-8% -$632K 0.1% 199
2024
Q1 		$8.48M Sell
128,602
-4,630
-3% -$289K 0.12% 184
2023
Q4 		$8.08M Sell
133,232
-8,275
-6% -$483K 0.13% 171
2023
Q3 		$8.34M Sell
141,507
-2,230
-2% -$137K 0.15% 160
2023
Q2 		$8.86M Buy
143,737
+5,270
+4% +$324K 0.15% 150
2023
Q1 		$8.63M Sell
138,467
-1,085
-0.8% -$68.5K 0.18% 127
2022
Q4 		$8.93M Buy
139,552
+5,437
+4% +$359K 0.24% 91
2022
Q3 		$8.6M Buy
134,115
+1,569
+1% +$103K 0.27% 77
2022
Q2 		$8.52M Sell
132,546
-703
-0.5% -$48.7K 0.27% 84
2022
Q1 		$9.87M Buy
133,249
+1,197
+0.9% +$87.6K 0.3% 74
2021
Q4 		$10.3M Sell
132,052
-64
-0% -$4.81K 0.31% 71
2021
Q3 		$9.4M Sell
132,116
-2,129
-2% -$156K 0.31% 71
2021
Q2 		$9.58M Sell
134,245
-836
-0.6% -$58.9K 0.34% 65
2021
Q1 		$9.07M Sell
135,081
-7,602
-5% -$491K 0.37% 58
2020
Q4 		$8.9M Sell
142,683
-8,086
-5% -$475K 0.42% 55
2020
Q3 		$8.21M Sell
150,769
-9,228
-6% -$497K 0.51% 46
2020
Q2 		$8.3M Sell
159,997
-46,631
-23% -$2.35M 0.6% 46
2020
Q1 		$9.64M Sell
206,628
-31,546
-13% -$1.6M 0.89% 34
2019
Q4 		$12.5M Buy
238,174
+610
+0.3% +$30.9K 1.06% 31
2019
Q3 		$11.7M Buy
237,564
+1,624
+0.7% +$79.5K 1.32% 21
2019
Q2 		$11.3M Buy
235,940
+3,993
+2% +$191K 1.48% 17
2019
Q1 		$10.8M Buy
231,947
+5,725
+3% +$261K 1.84% 11
2018
Q4 		$9.93M Buy
226,222
+16,674
+8% +$794K 2.7% 5
2018
Q3 		$10.8M Buy
209,548
+11,310
+6% +$581K 3.27% 4
2018
Q2 		$9.79M Buy
198,238
+12,223
+7% +$604K 3.34% 5
2018
Q1 		$8.88M Buy
186,015
+16,637
+10% +$827K 3.56% 7
2017
Q4 		$8.44M Buy
+169,378
New +$8.01M 3.61% 7

Other funds holding CFO

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return

Integrated Wealth Concepts's CFO Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 0.83% in Q1 2026, selling an estimated $64.4K and leaving 101,720 shares worth $7.54M. The position accounts for 0.06% of the portfolio, ranked #300.

Integrated Wealth Concepts first reported a position in CFO in Q4 2017 and has held it in 34 quarters since. The position peaked at $12.5M in Q4 2019. 67 funds tracked by Wall St. Rank hold CFO as of Q1 2026.

  • Integrated Wealth Concepts held 101,720 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $7.54M as of Q1 2026.
  • Integrated Wealth Concepts sold 847 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $64.4K.
  • VictoryShares US 500 Enhanced Volatility Wtd ETF made up 0.06% of Integrated Wealth Concepts's portfolio in Q1 2026, its #300 holding.
  • Integrated Wealth Concepts first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2017 and has held it in 34 quarters since.
  • Integrated Wealth Concepts's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $12.5M in Q4 2019.
  • 67 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.