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Money Concepts Capital’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Money Concepts Capital’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 		$221K Sell
2,757
-4,402
-61% -$342K 0.01% 589
2026
Q1 		$531K Sell
7,159
-5,474
-43% -$416K 0.03% 375
2025
Q4 		$933K Sell
12,633
-18,728
-60% -$1.37M 0.05% 271
2025
Q3 		$2.31M Sell
31,361
-2,516
-7% -$183K 0.14% 144
2025
Q2 		$2.42M Sell
33,877
-4,588
-12% -$312K 0.16% 132
2025
Q1 		$2.64M Sell
38,465
-394
-1% -$27.6K 0.2% 123
2024
Q4 		$2.68M Sell
38,859
-203
-0.5% -$14.4K 0.2% 116
2024
Q3 		$2.73M Sell
39,062
-8,886
-19% -$592K 0.21% 113
2024
Q2 		$3.08M Sell
47,948
-6,978
-13% -$448K 0.26% 95
2024
Q1 		$3.62M Sell
54,926
-15,063
-22% -$940K 0.33% 81
2023
Q4 		$4.25M Sell
69,989
-9,100
-12% -$531K 0.39% 77
2023
Q3 		$4.66M Sell
79,089
-2,570
-3% -$158K 0.49% 67
2023
Q2 		$5.03M Sell
81,659
-59,820
-42% -$3.68M 0.51% 61
2023
Q1 		$1.48M Sell
141,479
-16,478
-10% -$1.04M 0.08% 172
2022
Q4 		$10.1M Buy
157,957
+87,896
+125% +$5.8M 0.45% 54
2022
Q3 		$4.49M Sell
70,061
-1,448
-2% -$95K 0.27% 72
2022
Q2 		$4.65M Sell
71,509
-115,291
-62% -$7.98M 0.41% 54
2022
Q1 		$13.8M Buy
186,800
+124,436
+200% +$9.11M 0.78% 20
2021
Q4 		$4.85M Buy
+62,364
New +$4.68M 0.41% 56
2021
Q1 		$603K Buy
8,981
+6,905
+333% +$446K 0.05% 285
2020
Q4 		$130K Buy
+2,076
New +$122K 0.01% 448

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

Money Concepts Capital's CFO Position: Q2 2026 in Review

Money Concepts Capital reduced its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 61% in Q2 2026, selling an estimated $342K and leaving 2,757 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #589.

Money Concepts Capital first reported a position in CFO in Q4 2020 and has held it in 21 quarters since. The position peaked at $13.8M in Q1 2022. 72 funds tracked by Wall St. Rank hold CFO as of Q2 2026.

  • Money Concepts Capital held 2,757 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $221K as of Q2 2026.
  • Money Concepts Capital sold 4,402 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $342K.
  • VictoryShares US 500 Enhanced Volatility Wtd ETF made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #589 holding.
  • Money Concepts Capital first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $13.8M in Q1 2022.
  • 72 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.