IF
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Intrua Financial’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Intrua Financial’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
2025
Q1 		– Sell
-8,907
Closed -$756K – 379
2024
Q4 		$756K Sell
8,907
-2,656
-23% -$232K 0.12% 139
2024
Q3 		$996K Sell
11,563
-38,358
-77% -$3.15M 0.15% 122
2024
Q2 		$3.96M Sell
49,921
-1,620
-3% -$128K 0.59% 35
2024
Q1 		$4.19M Sell
51,541
-519
-1% -$39.9K 0.61% 37
2023
Q4 		$3.89M Buy
52,060
+223
+0.4% +$15.5K 0.57% 42
2023
Q3 		$3.53M Sell
51,837
-156
-0.3% -$11.1K 0.6% 37
2023
Q2 		$3.7M Buy
51,993
+82
+0.2% +$5.62K 0.63% 35
2023
Q1 		$3.51M Sell
51,911
-352
-0.7% -$24.3K 0.73% 34
2022
Q4 		$3.59M Buy
52,263
+165
+0.3% +$11K 0.83% 26
2022
Q3 		$3.18M Buy
52,098
+199
+0.4% +$13.4K 0.85% 26
2022
Q2 		$3.33M Buy
51,899
+160
+0.3% +$11K 0.71% 31
2022
Q1 		$3.83M Sell
51,739
-483
-0.9% -$35.4K 0.69% 27
2021
Q4 		$4.06M Sell
52,222
-182
-0.3% -$13.7K 0.71% 26
2021
Q3 		$3.89M Sell
52,404
-11
-0% -$803 0.72% 26
2021
Q2 		$3.88M Sell
52,415
-1,281
-2% -$90.1K 0.93% 22
2021
Q1 		$3.8M Buy
53,696
+1,402
+3% +$90.6K 0.96% 22
2020
Q4 		$3.26M Sell
52,294
-2,427
-4% -$142K 1.46% 12
2020
Q3 		$3.24M Buy
54,721
+7,223
+15% +$388K 1.59% 11
2020
Q2 		$2.61M Buy
+47,498
New +$2.28M 1% 19

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
UBS Group
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
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Intrua Financial's CFA Position: Q1 2025 in Review

Intrua Financial sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2025, closing a stake of 8,907 shares — an estimated $756K sold.

Intrua Financial first reported a position in CFA in Q2 2020 and held it in 19 quarters. The position peaked at $4.19M in Q1 2024. 65 funds tracked by Wall St. Rank hold CFA as of Q1 2025.

  • Intrua Financial reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q1 2025 after selling out during the quarter.
  • Intrua Financial sold 8,907 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2025, an estimated $756K.
  • Intrua Financial first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2020 and held it in 19 quarters.
  • Intrua Financial's VictoryShares US 500 Volatility Wtd ETF position peaked at $4.19M in Q1 2024.
  • 65 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2025.

Based on Intrua Financial's 13F filing for Q1 2025, filed 28 May 2025.