Larson Financial Group’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Larson Financial Group’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	$4.26M	Sell	46,576 -608	-1%	-$57K	0.14%	134
2025 Q4	$4.29M	Sell	47,184 -1,069	-2%	-$96.7K	0.14%	130
2025 Q3	$4.39M	Sell	48,253 -1,026	-2%	-$91.9K	0.15%	124
2025 Q2	$4.33M	Sell	49,279 -287	-0.6%	-$24.1K	0.17%	120
2025 Q1	$4.19M	Sell	49,566 -1,182	-2%	-$102K	0.2%	93
2024 Q4	$4.31M	Sell	50,748 -609	-1%	-$53.3K	0.22%	88
2024 Q3	$4.42M	Sell	51,357 -63	-0.1%	-$5.18K	0.25%	79
2024 Q2	$4.08M	Buy	+51,420	New	+$4.08M	0.28%	69

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 $21.3B AUM 22.13% 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

Larson Financial Group's CFA Position: Q1 2026 in Review

Larson Financial Group reduced its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 1.3% in Q1 2026, selling an estimated $57K and leaving 46,576 shares worth $4.26M. The position accounts for 0.14% of the portfolio, ranked #134.

Larson Financial Group first reported a position in CFA in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.42M in Q3 2024. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

Larson Financial Group held 46,576 shares of VictoryShares US 500 Volatility Wtd ETF worth $4.26M as of Q1 2026.
Larson Financial Group sold 608 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2026, an estimated $57K.
VictoryShares US 500 Volatility Wtd ETF made up 0.14% of Larson Financial Group's portfolio in Q1 2026, its #134 holding.
Larson Financial Group first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2024 and has held it in 8 quarters since.
Larson Financial Group's VictoryShares US 500 Volatility Wtd ETF position peaked at $4.42M in Q3 2024.
71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

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