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 Q3	$115K	Hold	1,197	–	–	﹤0.01%	928
2026 Q2	$118K	Hold	1,197	–	–	﹤0.01%	900
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

STA

Smith Thornton Advisors Huntsville, Alabama $229M AUM 13.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Mather Group's CFA Position: Q3 2026 in Review

Mather Group held its VictoryShares US 500 Volatility Wtd ETF (CFA) position steady in Q3 2026 at 1,197 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Mather Group first reported a position in CFA in Q1 2024 and has held it in 9 quarters since. The position peaked at $118K in Q2 2026. 9 funds tracked by Wall St. Rank hold CFA as of Q3 2026.

Mather Group held 1,197 shares of VictoryShares US 500 Volatility Wtd ETF worth $115K as of Q3 2026.
Mather Group left its VictoryShares US 500 Volatility Wtd ETF share count unchanged in Q3 2026.
VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #928 holding.
Mather Group first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2024 and has held it in 9 quarters since.
Mather Group's VictoryShares US 500 Volatility Wtd ETF position peaked at $118K in Q2 2026.
9 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.