MG
CFA icon

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
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

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

Mather Group's CFA Position: Q2 2026 in Review

Mather Group held its VictoryShares US 500 Volatility Wtd ETF (CFA) position steady in Q2 2026 at 1,197 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Mather Group first reported a position in CFA in Q1 2024 and has held it in 8 quarters since. 81 funds tracked by Wall St. Rank hold CFA as of Q2 2026.

  • Mather Group held 1,197 shares of VictoryShares US 500 Volatility Wtd ETF worth $118K as of Q2 2026.
  • Mather Group left its VictoryShares US 500 Volatility Wtd ETF share count unchanged in Q2 2026.
  • VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #900 holding.
  • Mather Group first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2024 and has held it in 8 quarters since.
  • 81 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.