Kestra Advisory Services’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Kestra Advisory Services’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	$296K	Sell	3,992 -219	-5%	-$16.6K	﹤0.01%	2635
2025 Q4	$311K	Buy	4,211 +10	+0.2%	+$733	﹤0.01%	2513
2025 Q3	$310K	Sell	4,201 -1,003	-19%	-$72.8K	﹤0.01%	2417
2025 Q2	$371K	Buy	5,204 +253	+5%	+$17.2K	﹤0.01%	2191
2025 Q1	$339K	Sell	4,951 -1,624	-25%	-$114K	﹤0.01%	2079
2024 Q4	$453K	Buy	6,575 +1,356	+26%	+$96.2K	﹤0.01%	1937
2024 Q3	$364K	Sell	5,219 -1,916	-27%	-$128K	﹤0.01%	1977
2024 Q2	$458K	Buy	7,135 +1,312	+23%	+$84.3K	﹤0.01%	1845
2024 Q1	$384K	Buy	5,823 +1,168	+25%	+$72.9K	﹤0.01%	1835
2023 Q4	$282K	Sell	4,655 -3,244	-41%	-$189K	﹤0.01%	1882
2023 Q3	$465K	Buy	7,899 +199	+3%	+$12.2K	﹤0.01%	1409
2023 Q2	$474K	Buy	7,700 +22	+0.3%	+$1.35K	﹤0.01%	1344
2023 Q1	$478K	Sell	7,678 -9	-0.1%	-$568	0.01%	1308
2022 Q4	$492K	Buy	7,687 +136	+2%	+$8.98K	﹤0.01%	1420
2022 Q3	$484K	Buy	7,551 +177	+2%	+$11.6K	0.01%	1337
2022 Q2	$474K	Buy	7,374 +150	+2%	+$10.4K	﹤0.01%	1359
2022 Q1	$535K	Buy	7,224 +13	+0.2%	+$952	0.01%	1252
2021 Q4	$560K	Sell	7,211 -14	-0.2%	-$1.05K	0.01%	1265
2021 Q3	$514K	Buy	7,225 +14	+0.2%	+$1.02K	0.01%	1373
2021 Q2	$514K	Sell	7,211 -710	-9%	-$50K	0.01%	1263
2021 Q1	$532K	Sell	7,921 -6,975	-47%	-$451K	0.01%	1163
2020 Q4	$923K	Buy	14,896 +14,764	+11,185%	+$867K	0.01%	898
2020 Q3	$468K	Buy	+132	New	+$7.12K	0.01%	918

Other funds holding CFO

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Kestra Advisory Services's CFO Position: Q1 2026 in Review

Kestra Advisory Services reduced its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 5.2% in Q1 2026, selling an estimated $16.6K and leaving 3,992 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #2635.

Kestra Advisory Services first reported a position in CFO in Q3 2020 and has held it in 23 quarters since. The position peaked at $923K in Q4 2020. 67 funds tracked by Wall St. Rank hold CFO as of Q1 2026.

Kestra Advisory Services held 3,992 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $296K as of Q1 2026.
Kestra Advisory Services sold 219 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $16.6K.
VictoryShares US 500 Enhanced Volatility Wtd ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2635 holding.
Kestra Advisory Services first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $923K in Q4 2020.
67 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.