Nations Financial Group
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Nations Financial Group’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Nations Financial Group’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
Q3 		$4.33M Sell
45,241
-2,500
-5% -$249K 0.22% 101
2026
Q2 		$4.72M Sell
47,741
-1,470
-3% -$141K 0.23% 104
2026
Q1 		$4.5M Sell
49,211
-2,220
-4% -$208K 0.23% 106
2025
Q4 		$4.68M Buy
+51,431
New +$4.65M 0.25% 98
2025
Q1 		– Sell
-13,091
Closed -$1.11M – 662
2024
Q4 		$1.11M Buy
13,091
+884
+7% +$77.3K 0.08% 253
2024
Q3 		$1.05M Buy
12,207
+240
+2% +$19.7K 0.08% 268
2024
Q2 		$950K Buy
11,967
+172
+1% +$13.6K 0.08% 269
2024
Q1 		$960K Buy
11,795
+1,302
+12% +$100K 0.08% 263
2023
Q4 		$783K Buy
10,493
+674
+7% +$47K 0.07% 280
2023
Q3 		$669K Buy
9,819
+98
+1% +$6.97K 0.07% 299
2023
Q2 		$691K Buy
9,721
+1,106
+13% +$75.8K 0.07% 300
2023
Q1 		$592K Buy
8,615
+706
+9% +$48.8K 0.06% 326
2022
Q4 		$536K Sell
7,909
-1,111
-12% -$74.4K 0.06% 337
2022
Q3 		$550K Buy
9,020
+521
+6% +$35K 0.08% 274
2022
Q2 		$546K Buy
8,499
+368
+5% +$25.4K 0.07% 287
2022
Q1 		$602K Sell
8,131
-7,415
-48% -$543K 0.07% 286
2021
Q4 		$1.21M Sell
15,546
-264
-2% -$19.8K 0.16% 153
2021
Q3 		$1.12M Buy
15,810
+596
+4% +$43.5K 0.17% 151
2021
Q2 		$1.08M Buy
15,214
+2,512
+20% +$177K 0.18% 151
2021
Q1 		$852K Buy
12,702
+51
+0.4% +$3.3K 0.19% 141
2020
Q4 		$788K Sell
12,651
-1,279
-9% -$75.1K 0.21% 138
2020
Q3 		$756K Sell
13,930
-901
-6% -$48.3K 0.23% 128
2020
Q2 		$749K Sell
14,831
-299
-2% -$14.4K 0.27% 115
2020
Q1 		$642K Buy
15,130
+43
+0.3% +$2.25K 0.27% 111
2019
Q4 		$851K Buy
15,087
+284
+2% +$15.4K 0.29% 104
2019
Q3 		$790K Buy
+14,803
New +$778K 0.28% 108

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Larson Financial Group
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Level Four Advisory Services
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Golden State Wealth Management
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Rossmore Private Capital
Rossmore Private Capital Glastonbury, Connecticut $1.31B AUM 25.17% 1-Year Est. Return

Nations Financial Group's CFA Position: Q3 2026 in Review

Nations Financial Group reduced its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 5.2% in Q3 2026, selling an estimated $249K and leaving 45,241 shares worth $4.33M. The position accounts for 0.22% of the portfolio, ranked #101.

Nations Financial Group first reported a position in CFA in Q3 2019 and has held it in 26 quarters since. The position peaked at $4.72M in Q2 2026. 37 funds tracked by Wall St. Rank hold CFA as of Q3 2026.

  • Nations Financial Group held 45,241 shares of VictoryShares US 500 Volatility Wtd ETF worth $4.33M as of Q3 2026.
  • Nations Financial Group sold 2,500 VictoryShares US 500 Volatility Wtd ETF shares in Q3 2026, an estimated $249K.
  • VictoryShares US 500 Volatility Wtd ETF made up 0.22% of Nations Financial Group's portfolio in Q3 2026, its #101 holding.
  • Nations Financial Group first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q3 2019 and has held it in 26 quarters since.
  • Nations Financial Group's VictoryShares US 500 Volatility Wtd ETF position peaked at $4.72M in Q2 2026.
  • 37 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.