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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies's CFA Position: Q1 2026 in Review

Jones Financial Companies increased its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 9.2% in Q1 2026, buying an estimated $404K and bringing the position to 50,949 shares worth $4.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

Jones Financial Companies first reported a position in CFA in Q2 2024 and has held it in 8 quarters since. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

Jones Financial Companies held 50,949 shares of VictoryShares US 500 Volatility Wtd ETF worth $4.58M as of Q1 2026.
Jones Financial Companies bought 4,306 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2026, an estimated $404K.
VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1110 holding.
Jones Financial Companies first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2024 and has held it in 8 quarters since.
71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.