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Marble Wealth’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Marble Wealth’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 		$304K Sell
3,077
-2,150
-41% -$206K 0.05% 192
2026
Q1 		$478K Buy
5,227
+11
+0.2% +$1.03K 0.08% 135
2025
Q4 		$475K Buy
+5,216
New +$472K 0.07% 173

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

Marble Wealth's CFA Position: Q2 2026 in Review

Marble Wealth reduced its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 41% in Q2 2026, selling an estimated $206K and leaving 3,077 shares worth $304K. The position accounts for 0.05% of the portfolio, ranked #192.

Marble Wealth first reported a position in CFA in Q4 2025 and has held it in 3 quarters since. The position peaked at $478K in Q1 2026. 81 funds tracked by Wall St. Rank hold CFA as of Q2 2026.

  • Marble Wealth held 3,077 shares of VictoryShares US 500 Volatility Wtd ETF worth $304K as of Q2 2026.
  • Marble Wealth sold 2,150 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2026, an estimated $206K.
  • VictoryShares US 500 Volatility Wtd ETF made up 0.05% of Marble Wealth's portfolio in Q2 2026, its #192 holding.
  • Marble Wealth first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2025 and has held it in 3 quarters since.
  • Marble Wealth's VictoryShares US 500 Volatility Wtd ETF position peaked at $478K in Q1 2026.
  • 81 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2026.

Based on Marble Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.