MPWM Advisory Solutions’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

MPWM Advisory Solutions’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 Q1	$312K	Hold	3,410	–	–	0.17%	79
2025 Q4	$310K	Sell	3,410 -1,629	-32%	-$147K	0.17%	71
2025 Q3	$458K	Hold	5,039	–	–	0.27%	55
2025 Q2	$443K	Hold	5,039	–	–	0.28%	51
2025 Q1	$425K	Sell	5,039 -200	-4%	-$17.3K	0.31%	44
2024 Q4	$445K	Buy	+5,239	New	+$458K	0.33%	42

Other funds holding CFA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPWM Advisory Solutions's CFA Position: Q1 2026 in Review

MPWM Advisory Solutions held its VictoryShares US 500 Volatility Wtd ETF (CFA) position steady in Q1 2026 at 3,410 shares worth $312K. The position accounts for 0.17% of the portfolio, ranked #79.

MPWM Advisory Solutions first reported a position in CFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $458K in Q3 2025. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

MPWM Advisory Solutions held 3,410 shares of VictoryShares US 500 Volatility Wtd ETF worth $312K as of Q1 2026.
MPWM Advisory Solutions left its VictoryShares US 500 Volatility Wtd ETF share count unchanged in Q1 2026.
VictoryShares US 500 Volatility Wtd ETF made up 0.17% of MPWM Advisory Solutions's portfolio in Q1 2026, its #79 holding.
MPWM Advisory Solutions first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2024 and has held it in 6 quarters since.
MPWM Advisory Solutions's VictoryShares US 500 Volatility Wtd ETF position peaked at $458K in Q3 2025.
71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.