LPL Financial’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.1M | Buy |
120,910
+3,540
| +3% | +$332K | ﹤0.01% | 1909 |
|
|
2025
Q4 | $10.7M | Buy |
117,370
+1,212
| +1% | +$110K | ﹤0.01% | 1875 |
|
|
2025
Q3 | $10.6M | Sell |
116,158
-3,001
| -3% | -$269K | ﹤0.01% | 1816 |
|
|
2025
Q2 | $10.5M | Sell |
119,159
-1,281
| -1% | -$107K | ﹤0.01% | 1679 |
|
|
2025
Q1 | $10.2M | Sell |
120,440
-2,304
| -2% | -$199K | ﹤0.01% | 1591 |
|
|
2024
Q4 | $10.4M | Buy |
122,744
+6,615
| +6% | +$579K | ﹤0.01% | 1518 |
|
|
2024
Q3 | $10M | Sell |
116,129
-4,238
| -4% | -$348K | ﹤0.01% | 1466 |
|
|
2024
Q2 | $9.55M | Buy |
120,367
+3,162
| +3% | +$251K | ﹤0.01% | 1411 |
|
|
2024
Q1 | $9.54M | Sell |
117,205
-379,484
| -76% | -$29.2M | 0.01% | 1365 |
|
|
2023
Q4 | $37.1M | Buy |
496,689
+67,091
| +16% | +$4.68M | 0.02% | 606 |
|
|
2023
Q3 | $29.3M | Sell |
429,598
-5,234
| -1% | -$372K | 0.02% | 647 |
|
|
2023
Q2 | $30.9M | Sell |
434,832
-57,529
| -12% | -$3.94M | 0.02% | 611 |
|
|
2023
Q1 | $33.8M | Buy |
492,361
+60,327
| +14% | +$4.17M | 0.03% | 537 |
|
|
2022
Q4 | $29.3M | Buy |
432,034
+33,786
| +8% | +$2.26M | 0.03% | 549 |
|
|
2022
Q3 | $24.3M | Buy |
398,248
+255,334
| +179% | +$17.1M | 0.02% | 564 |
|
|
2022
Q2 | $9.18M | Buy |
142,914
+8,982
| +7% | +$620K | 0.01% | 1012 |
|
|
2022
Q1 | $9.92M | Buy |
133,932
+5,357
| +4% | +$392K | 0.01% | 1004 |
|
|
2021
Q4 | $9.99M | Buy |
128,575
+3,486
| +3% | +$262K | 0.01% | 1019 |
|
|
2021
Q3 | $8.9M | Sell |
125,089
-4,109
| -3% | -$300K | 0.01% | 1027 |
|
|
2021
Q2 | $9.21M | Sell |
129,198
-14,558
| -10% | -$1.02M | 0.01% | 960 |
|
|
2021
Q1 | $9.65M | Sell |
143,756
-7,281
| -5% | -$470K | 0.01% | 843 |
|
|
2020
Q4 | $9.41M | Sell |
151,037
-213,450
| -59% | -$12.5M | 0.01% | 772 |
|
|
2020
Q3 | $19.8M | Sell |
364,487
-4,091
| -1% | -$220K | 0.03% | 400 |
|
|
2020
Q2 | $18.6M | Sell |
368,578
-45,043
| -11% | -$2.16M | 0.03% | 393 |
|
|
2020
Q1 | $17.5M | Sell |
413,621
-66,387
| -14% | -$3.47M | 0.04% | 338 |
|
|
2019
Q4 | $27.1M | Buy |
480,008
+197
| +0% | +$10.7K | 0.05% | 297 |
|
|
2019
Q3 | $25.4M | Buy |
479,811
+16,698
| +4% | +$877K | 0.05% | 283 |
|
|
2019
Q2 | $24.3M | Buy |
463,113
+273,469
| +144% | +$14M | 0.05% | 285 |
|
|
2019
Q1 | $9.52M | Sell |
189,644
-33,462
| -15% | -$1.62M | 0.02% | 520 |
|
|
2018
Q4 | $9.81M | Buy |
223,106
+38,232
| +21% | +$1.82M | 0.03% | 451 |
|
|
2018
Q3 | $9.57M | Buy |
184,874
+33,870
| +22% | +$1.74M | 0.02% | 503 |
|
|
2018
Q2 | $7.46M | Buy |
151,004
+11,367
| +8% | +$563K | 0.02% | 554 |
|
|
2018
Q1 | $6.83M | Buy |
139,637
+35,558
| +34% | +$1.77M | 0.02% | 577 |
|
|
2017
Q4 | $5.08M | Buy |
104,079
+13,996
| +16% | +$663K | 0.02% | 656 |
|
|
2017
Q3 | $4.11M | Buy |
90,083
+6,844
| +8% | +$305K | 0.01% | 669 |
|
|
2017
Q2 | $3.68M | Sell |
83,239
-18,197
| -18% | -$789K | 0.01% | 664 |
|
|
2017
Q1 | $4.31M | Buy |
101,436
+10,868
| +12% | +$456K | 0.03% | 479 |
|
|
2016
Q4 | $3.68M | Buy |
90,568
+21,188
| +31% | +$832K | 0.03% | 534 |
|
|
2016
Q3 | $2.65M | Buy |
69,380
+5,914
| +9% | +$228K | 0.03% | 630 |
|
|
2016
Q2 | $2.36M | Sell |
63,466
-59,952
| -49% | -$2.22M | 0.02% | 679 |
|
|
2016
Q1 | $4.48M | Buy |
123,418
+73,828
| +149% | +$2.54M | 0.01% | 773 |
|
|
2015
Q4 | $1.75M | Buy |
49,590
+30,483
| +160% | +$1.1M | ﹤0.01% | 1256 |
|
|
2015
Q3 | $678K | Buy |
19,107
+11,644
| +156% | +$421K | ﹤0.01% | 1535 |
|
|
2015
Q2 | $275K | Buy |
+7,463
| New | +$279K | ﹤0.01% | 2382 |
|
Other funds holding CFA
PAG
SOS
LPL Financial's CFA Position: Q1 2026 in Review
LPL Financial increased its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 3% in Q1 2026, buying an estimated $332K and bringing the position to 120,910 shares worth $11.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1909.
LPL Financial first reported a position in CFA in Q2 2015 and has held it in 44 quarters since. The position peaked at $37.1M in Q4 2023. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.
- LPL Financial held 120,910 shares of VictoryShares US 500 Volatility Wtd ETF worth $11.1M as of Q1 2026.
- LPL Financial bought 3,540 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2026, an estimated $332K.
- VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1909 holding.
- LPL Financial first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2015 and has held it in 44 quarters since.
- LPL Financial's VictoryShares US 500 Volatility Wtd ETF position peaked at $37.1M in Q4 2023.
- 71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.