LPL Financial
CFO icon

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

LPL Financial’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
Q2 		$24.1M Sell
300,362
-7,334
-2% -$569K 0.01% 1456
2026
Q1 		$22.8M Sell
307,696
-16,989
-5% -$1.29M 0.01% 1375
2025
Q4 		$24M Sell
324,685
-18,555
-5% -$1.36M 0.01% 1290
2025
Q3 		$25.3M Sell
343,240
-6,530
-2% -$474K 0.01% 1215
2025
Q2 		$24.9M Sell
349,770
-3,691
-1% -$251K 0.01% 1113
2025
Q1 		$24.2M Sell
353,461
-6,903
-2% -$483K 0.01% 1039
2024
Q4 		$24.8M Sell
360,364
-10,093
-3% -$716K 0.01% 967
2024
Q3 		$25.9M Sell
370,457
-9,532
-3% -$635K 0.01% 909
2024
Q2 		$24.4M Sell
379,989
-22,772
-6% -$1.46M 0.01% 873
2024
Q1 		$26.6M Sell
402,761
-94,326
-19% -$5.89M 0.01% 808
2023
Q4 		$30.2M Sell
497,087
-113,917
-19% -$6.65M 0.02% 694
2023
Q3 		$36M Sell
611,004
-66,838
-10% -$4.11M 0.03% 567
2023
Q2 		$41.8M Sell
677,842
-104,681
-13% -$6.44M 0.03% 498
2023
Q1 		$48.8M Sell
782,523
-52,918
-6% -$3.34M 0.04% 421
2022
Q4 		$53.5M Sell
835,441
-69,465
-8% -$4.59M 0.05% 377
2022
Q3 		$58M Sell
904,906
-469,841
-34% -$30.8M 0.06% 311
2022
Q2 		$88.3M Buy
1,374,747
+38,496
+3% +$2.67M 0.08% 224
2022
Q1 		$98.9M Buy
1,336,251
+8,307
+0.6% +$608K 0.09% 218
2021
Q4 		$103M Buy
1,327,944
+59,367
+5% +$4.46M 0.09% 214
2021
Q3 		$90.3M Buy
1,268,577
+43,532
+4% +$3.18M 0.08% 228
2021
Q2 		$87.4M Buy
1,225,045
+70,730
+6% +$4.98M 0.09% 216
2021
Q1 		$77.5M Buy
1,154,315
+171,648
+17% +$11.1M 0.09% 220
2020
Q4 		$61.3M Buy
982,667
+250,226
+34% +$14.7M 0.08% 236
2020
Q3 		$39.9M Sell
732,441
-110,068
-13% -$5.93M 0.06% 270
2020
Q2 		$43.7M Buy
842,509
+30,448
+4% +$1.54M 0.08% 231
2020
Q1 		$37.9M Sell
812,061
-143,274
-15% -$7.28M 0.08% 216
2019
Q4 		$50.2M Sell
955,335
-56,806
-6% -$2.87M 0.09% 194
2019
Q3 		$49.9M Sell
1,012,141
-76,853
-7% -$3.76M 0.1% 177
2019
Q2 		$53.2M Sell
1,088,994
-30,503
-3% -$1.46M 0.11% 171
2019
Q1 		$52.3M Sell
1,119,497
-183,091
-14% -$8.35M 0.12% 158
2018
Q4 		$57.2M Buy
1,302,588
+50,034
+4% +$2.38M 0.15% 119
2018
Q3 		$64.8M Buy
1,252,554
+43,741
+4% +$2.25M 0.16% 121
2018
Q2 		$59.7M Buy
1,208,813
+89,440
+8% +$4.42M 0.16% 119
2018
Q1 		$54.7M Buy
1,119,373
+141,885
+15% +$7.06M 0.15% 127
2017
Q4 		$47.7M Sell
977,488
-82,326
-8% -$3.89M 0.15% 131
2017
Q3 		$48.3M Buy
1,059,814
+96,276
+10% +$4.29M 0.17% 115
2017
Q2 		$42.5M Buy
963,538
+166,583
+21% +$7.21M 0.16% 123
2017
Q1 		$33.8M Buy
796,955
+95,352
+14% +$4M 0.23% 70
2016
Q4 		$28.5M Buy
701,603
+73,633
+12% +$2.89M 0.22% 73
2016
Q3 		$24M Buy
627,970
+84,889
+16% +$3.27M 0.23% 78
2016
Q2 		$20.2M Sell
543,081
-484,400
-47% -$17.9M 0.17% 98
2016
Q1 		$37.2M Buy
1,027,481
+104,180
+11% +$3.58M 0.1% 180
2015
Q4 		$34.1M Buy
923,301
+599,012
+185% +$21.7M 0.09% 198
2015
Q3 		$11.5M Buy
324,289
+4,817
+2% +$175K 0.06% 261
2015
Q2 		$11.8M Buy
319,472
+114,062
+56% +$4.26M 0.06% 279
2015
Q1 		$7.6M Buy
205,410
+114,950
+127% +$4.22M 0.04% 374
2014
Q4 		$3.32M Buy
90,460
+44,399
+96% +$1.57M 0.02% 653
2014
Q3 		$1.57M Buy
+46,061
New +$1.6M 0.01% 1008

Other funds holding CFO

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

LPL Financial's CFO Position: Q2 2026 in Review

LPL Financial reduced its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 2.4% in Q2 2026, selling an estimated $569K and leaving 300,362 shares worth $24.1M. The position accounts for 0.01% of the portfolio, ranked #1456.

LPL Financial first reported a position in CFO in Q3 2014 and has held it in 48 quarters since. The position peaked at $103M in Q4 2021. 70 funds tracked by Wall St. Rank hold CFO as of Q2 2026.

  • LPL Financial held 300,362 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $24.1M as of Q2 2026.
  • LPL Financial sold 7,334 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $569K.
  • VictoryShares US 500 Enhanced Volatility Wtd ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1456 holding.
  • LPL Financial first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q3 2014 and has held it in 48 quarters since.
  • LPL Financial's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $103M in Q4 2021.
  • 70 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.