Mutual Advisors’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Mutual Advisors’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	$423K	Buy	5,280 +12	+0.2%	+$931	0.01%	1019
2026 Q1	$391K	Buy	5,268 +14	+0.3%	+$1.06K	0.01%	1011
2025 Q4	$388K	Buy	5,254 +8	+0.2%	+$587	0.01%	992
2025 Q3	$386K	Buy	5,246 +14	+0.3%	+$1.02K	0.01%	969
2025 Q2	$382K	Buy	5,232 +13	+0.2%	+$884	0.01%	893
2025 Q1	$344K	Sell	5,219 -355	-6%	-$24.8K	0.01%	855
2024 Q4	$393K	Sell	5,574 -110	-2%	-$7.8K	0.01%	789
2024 Q3	$398K	Buy	5,684 +14	+0.2%	+$932	0.01%	790
2024 Q2	$375K	Sell	5,670 -2,454	-30%	-$158K	0.01%	812
2024 Q1	$536K	Sell	8,124 -193	-2%	-$12K	0.02%	675
2023 Q4	$505K	Sell	8,317 -160	-2%	-$9.34K	0.02%	652
2023 Q3	$499K	Sell	8,477 -224	-3%	-$13.8K	0.02%	623
2023 Q2	$536K	Sell	8,701 -420	-5%	-$25.9K	0.02%	616
2023 Q1	$568K	Buy	9,121 +21	+0.2%	+$1.32K	0.02%	584
2022 Q4	$582K	Buy	9,100 +188	+2%	+$12.4K	0.03%	547
2022 Q3	$572K	Sell	8,912 -70	-0.8%	-$4.59K	0.03%	524
2022 Q2	$577K	Sell	8,982 -399	-4%	-$27.6K	0.04%	491
2022 Q1	$695K	Buy	9,381 +98	+1%	+$7.18K	0.04%	480
2021 Q4	$721K	Sell	9,283 -174	-2%	-$13.1K	0.04%	485
2021 Q3	$673K	Sell	9,457 -247	-3%	-$18.1K	0.04%	462
2021 Q2	$692K	Buy	9,704 +15	+0.2%	+$1.06K	0.04%	447
2021 Q1	$651K	Buy	9,689 +35	+0.4%	+$2.26K	0.04%	426
2020 Q4	$602K	Sell	9,654 -327	-3%	-$19.2K	0.04%	421
2020 Q3	$543K	Buy	9,981 +1,453	+17%	+$78.3K	0.05%	409
2020 Q2	$442K	Buy	+8,528	New	+$430K	0.04%	416

Other funds holding CFO

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mutual Advisors's CFO Position: Q2 2026 in Review

Mutual Advisors increased its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 0.23% in Q2 2026, buying an estimated $931 and bringing the position to 5,280 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #1019.

Mutual Advisors first reported a position in CFO in Q2 2020 and has held it in 25 quarters since. The position peaked at $721K in Q4 2021. 72 funds tracked by Wall St. Rank hold CFO as of Q2 2026.

Mutual Advisors held 5,280 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $423K as of Q2 2026.
Mutual Advisors bought 12 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $931.
VictoryShares US 500 Enhanced Volatility Wtd ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1019 holding.
Mutual Advisors first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q2 2020 and has held it in 25 quarters since.
Mutual Advisors's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $721K in Q4 2021.
72 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.