Mather Group’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Mather Group’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	$109K	Buy	+1,197	New	+$112K	﹤0.01%	871
2025 Q4	–	Sell	-1,197	Closed	-$109K	–	810
2025 Q3	$109K	Buy	+1,197	New	+$107K	﹤0.01%	755
2025 Q2	–	Sell	-1,197	Closed	-$101K	–	794
2025 Q1	$101K	Hold	1,197	–	–	﹤0.01%	745
2024 Q4	$102K	Hold	1,197	–	–	﹤0.01%	738
2024 Q3	$103K	Hold	1,197	–	–	﹤0.01%	727
2024 Q2	$97.4K	Hold	1,197	–	–	﹤0.01%	818
2024 Q1	$89.3K	Buy	+1,197	New	+$92.1K	﹤0.01%	730

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

Mather Group's CFA Position: Q1 2026 in Review

Mather Group opened a new position in VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2026: 1,197 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #871 among its holdings. This is a return to the name: Mather Group previously reported a position in CFA as recently as Q3 2025.

Mather Group first reported a position in CFA in Q1 2024 and has held it in 7 quarters since. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

Mather Group held 1,197 shares of VictoryShares US 500 Volatility Wtd ETF worth $109K as of Q1 2026.
VictoryShares US 500 Volatility Wtd ETF was a new Mather Group position in Q1 2026.
VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #871 holding.
Mather Group first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2024 and has held it in 7 quarters since.
71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.