Jones Financial Companies’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Jones Financial Companies’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	$5.88M	Buy	59,637 +8,688	+17%	+$832K	﹤0.01%	1125
2026 Q1	$4.58M	Buy	50,949 +4,306	+9%	+$404K	﹤0.01%	1110
2025 Q4	$4.24M	Buy	46,643 +4,325	+10%	+$391K	﹤0.01%	680
2025 Q3	$3.83M	Buy	42,318 +6,423	+18%	+$575K	﹤0.01%	651
2025 Q2	$3.14M	Buy	35,895 +8,274	+30%	+$694K	﹤0.01%	636
2025 Q1	$2.31M	Buy	27,621 +13,283	+93%	+$1.15M	﹤0.01%	622
2024 Q4	$1.22M	Buy	14,338 +7,453	+108%	+$652K	﹤0.01%	688
2024 Q3	$592K	Buy	6,885 +3,280	+91%	+$269K	﹤0.01%	762
2024 Q2	$286K	Buy	+3,605	New	+$286K	﹤0.01%	724

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

Jones Financial Companies's CFA Position: Q2 2026 in Review

Jones Financial Companies increased its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 17% in Q2 2026, buying an estimated $832K and bringing the position to 59,637 shares worth $5.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Jones Financial Companies first reported a position in CFA in Q2 2024 and has held it in 9 quarters since. 81 funds tracked by Wall St. Rank hold CFA as of Q2 2026.

Jones Financial Companies held 59,637 shares of VictoryShares US 500 Volatility Wtd ETF worth $5.88M as of Q2 2026.
Jones Financial Companies bought 8,688 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2026, an estimated $832K.
VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1125 holding.
Jones Financial Companies first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2024 and has held it in 9 quarters since.
81 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.