Mission Wealth Management
CFO icon

Mission Wealth Management’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Mission Wealth Management’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
Q3 		– Sell
-3,073
Closed -$246K – 825
2026
Q2 		$246K Buy
+3,073
New +$239K ﹤0.01% 954

Other funds holding CFO

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM

Mission Wealth Management's CFO Position: Q3 2026 in Review

Mission Wealth Management sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q3 2026, closing a stake of 3,073 shares — an estimated $246K sold.

Mission Wealth Management first reported a position in CFO in Q2 2026 and held it in 1 quarter. The position peaked at $246K in Q2 2026. 6 funds tracked by Wall St. Rank hold CFO as of Q3 2026.

  • Mission Wealth Management reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q3 2026 after selling out during the quarter.
  • Mission Wealth Management sold 3,073 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q3 2026, an estimated $246K.
  • Mission Wealth Management first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q2 2026 and held it in 1 quarter.
  • Mission Wealth Management's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $246K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.