NBC Securities’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

NBC Securities’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	$87.8K	Buy	959 +1	+0.1%	+$94	0.01%	1127
2025 Q4	$87.2K	Buy	958 +1	+0.1%	+$90	0.01%	1129
2025 Q3	$87.1K	Buy	957 +1	+0.1%	+$90	0.01%	1126
2025 Q2	$84K	Buy	956 +379	+66%	+$31.8K	0.01%	1121
2025 Q1	$48K	Buy	+577	New	+$49.8K	﹤0.01%	1175
2024 Q4	–	Sell	-671	Closed	-$57K	–	1386
2024 Q3	$57K	Buy	671 +1	+0.1%	+$82	﹤0.01%	1136
2024 Q2	$53K	Buy	670 +1	+0.1%	+$79	﹤0.01%	1123
2024 Q1	$54K	Sell	669 -50	-7%	-$3.85K	0.01%	1113
2023 Q4	$53K	Sell	719 -64	-8%	-$4.46K	0.01%	1106
2023 Q3	$53K	Buy	+783	New	+$55.7K	0.01%	1110

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

NBC Securities's CFA Position: Q1 2026 in Review

NBC Securities increased its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 0.1% in Q1 2026, buying an estimated $94 and bringing the position to 959 shares worth $87.8K. The position accounts for 0.01% of the portfolio, ranked #1127.

NBC Securities first reported a position in CFA in Q3 2023 and has held it in 10 quarters since. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

NBC Securities held 959 shares of VictoryShares US 500 Volatility Wtd ETF worth $87.8K as of Q1 2026.
NBC Securities bought 1 VictoryShares US 500 Volatility Wtd ETF share in Q1 2026, an estimated $94.
VictoryShares US 500 Volatility Wtd ETF made up 0.01% of NBC Securities's portfolio in Q1 2026, its #1127 holding.
NBC Securities first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q3 2023 and has held it in 10 quarters since.
71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.