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

Mather Group’s Portfolio CFO Stock Details CFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.69M Sell
46,039
-11,520
-20% -$894K 0.03% 192
2026
Q1 		$4.27M Sell
57,559
-868
-1% -$66K 0.04% 150
2025
Q4 		$4.31M Sell
58,427
-103
-0.2% -$7.55K 0.04% 132
2025
Q3 		$4.32M Sell
58,530
-479
-0.8% -$34.8K 0.04% 132
2025
Q2 		$4.21M Sell
59,009
-925
-2% -$62.9K 0.04% 132
2025
Q1 		$4.11M Sell
59,934
-4,766
-7% -$333K 0.05% 127
2024
Q4 		$4.46M Buy
64,700
+5,421
+9% +$385K 0.06% 118
2024
Q3 		$4.14M Sell
59,279
-65,861
-53% -$4.39M 0.05% 123
2024
Q2 		$8.25M Sell
125,140
-16,083
-11% -$1.03M 0.1% 90
2024
Q1 		$8.57M Sell
141,223
-3,233
-2% -$202K 0.14% 66
2023
Q4 		$8.77M Sell
144,456
-17,626
-11% -$1.03M 0.14% 69
2023
Q3 		$9.55M Sell
162,082
-1,398
-0.9% -$85.9K 0.17% 62
2023
Q2 		$10.1M Sell
163,480
-6,716
-4% -$413K 0.16% 70
2023
Q1 		$10.6M Buy
170,196
+426
+0.3% +$26.9K 0.19% 60
2022
Q4 		$10.9M Buy
169,770
+3,158
+2% +$208K 0.21% 58
2022
Q3 		$10.7M Sell
166,612
-20,975
-11% -$1.38M 0.23% 51
2022
Q2 		$12.1M Buy
187,587
+125,853
+204% +$8.72M 0.28% 47
2022
Q1 		$4.57M Buy
61,734
+54,897
+803% +$4.02M 0.09% 78
2021
Q4 		$531K Buy
+6,837
New +$514K 0.01% 216

Other funds holding CFO

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mather Group's CFO Position: Q2 2026 in Review

Mather Group reduced its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 20% in Q2 2026, selling an estimated $894K and leaving 46,039 shares worth $3.69M. The position accounts for 0.03% of the portfolio, ranked #192.

Mather Group first reported a position in CFO in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.1M in Q2 2022. 72 funds tracked by Wall St. Rank hold CFO as of Q2 2026.

  • Mather Group held 46,039 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $3.69M as of Q2 2026.
  • Mather Group sold 11,520 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $894K.
  • VictoryShares US 500 Enhanced Volatility Wtd ETF made up 0.03% of Mather Group's portfolio in Q2 2026, its #192 holding.
  • Mather Group first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2021 and has held it in 19 quarters since.
  • Mather Group's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $12.1M in Q2 2022.
  • 72 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2026.

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