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MAI Capital Management’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

MAI Capital Management’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
Q2 		$257K Buy
2,600
+1,032
+66% +$98.8K ﹤0.01% 1672
2026
Q1 		$143K Buy
+1,568
New +$147K ﹤0.01% 1640

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

MAI Capital Management's CFA Position: Q2 2026 in Review

MAI Capital Management increased its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 66% in Q2 2026, buying an estimated $98.8K and bringing the position to 2,600 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

MAI Capital Management first reported a position in CFA in Q1 2026 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold CFA as of Q2 2026.

  • MAI Capital Management held 2,600 shares of VictoryShares US 500 Volatility Wtd ETF worth $257K as of Q2 2026.
  • MAI Capital Management bought 1,032 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2026, an estimated $98.8K.
  • VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1672 holding.
  • MAI Capital Management first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2026 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.