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 Q1	$143K	Buy	+1,568	New	+$147K	﹤0.01%	1640

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

MAI Capital Management's CFA Position: Q1 2026 in Review

MAI Capital Management opened a new position in VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2026: 1,568 shares worth $143K. The stake represents ﹤0.01% of the portfolio and ranks #1640 among its holdings.

71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

MAI Capital Management held 1,568 shares of VictoryShares US 500 Volatility Wtd ETF worth $143K as of Q1 2026.
VictoryShares US 500 Volatility Wtd ETF was a new MAI Capital Management position in Q1 2026.
VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1640 holding.
71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.