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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
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 $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mather Group's CFO Position: Q1 2026 in Review

Mather Group reduced its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 1.5% in Q1 2026, selling an estimated $66K and leaving 57,559 shares worth $4.27M. The position accounts for 0.04% of the portfolio, ranked #150.

Mather Group first reported a position in CFO in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.1M in Q2 2022. 67 funds tracked by Wall St. Rank hold CFO as of Q1 2026.

  • Mather Group held 57,559 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $4.27M as of Q1 2026.
  • Mather Group sold 868 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $66K.
  • VictoryShares US 500 Enhanced Volatility Wtd ETF made up 0.04% of Mather Group's portfolio in Q1 2026, its #150 holding.
  • Mather Group first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2021 and has held it in 18 quarters since.
  • Mather Group's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $12.1M in Q2 2022.
  • 67 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2026.

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