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

Larson Financial Group’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	$49.8K	Buy	671 +2	+0.3%	+$152	﹤0.01%	1355
2025 Q4	$49.4K	Buy	669 +2	+0.3%	+$147	﹤0.01%	1234
2025 Q3	$49.2K	Buy	667 +2	+0.3%	+$145	﹤0.01%	1166
2025 Q2	$47.4K	Buy	665 +3	+0.5%	+$204	﹤0.01%	1091
2025 Q1	$45.4K	Buy	662 +2	+0.3%	+$140	﹤0.01%	1066
2024 Q4	$45.5K	Buy	660 +2	+0.3%	+$142	﹤0.01%	929
2024 Q3	$45.9K	Buy	658 +2	+0.3%	+$133	﹤0.01%	931
2024 Q2	$42.1K	Buy	+656	New	+$42.1K	﹤0.01%	852

Other funds holding CFO

Cetera Investment Advisers

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

Raymond James Financial

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Stifel Financial

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

Commonwealth Equity Services

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

Bank of America

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return