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CFA icon

NewEdge Advisors’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

NewEdge Advisors’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 		$5.08M Sell
55,521
-1,660
-3% -$156K 0.02% 684
2025
Q4 		$5.2M Buy
57,181
+5,812
+11% +$526K 0.02% 641
2025
Q3 		$4.67M Buy
+51,369
New +$4.6M 0.02% 656
2024
Q4 		– Sell
-345
Closed -$29.7K – 3918
2024
Q3 		$29.7K Hold
345
– – ﹤0.01% 2601
2024
Q2 		$27.4K Hold
345
– – ﹤0.01% 2526
2024
Q1 		$28.1K Hold
345
– – ﹤0.01% 2500
2023
Q4 		$25.7K Hold
345
– – ﹤0.01% 2477
2023
Q3 		$23.5K Hold
345
– – ﹤0.01% 2342
2023
Q2 		$24.5K Hold
345
– – ﹤0.01% 2319
2023
Q1 		$23.7K Sell
345
-506
-59% -$35K ﹤0.01% 2278
2022
Q4 		$34.3K Buy
+851
New +$57K ﹤0.01% 1889
2021
Q4 		– Sell
-3,219
Closed -$229K – 1644
2021
Q3 		$229K Sell
3,219
-949
-23% -$69.3K 0.01% 999
2021
Q2 		$297K Sell
4,168
-659
-14% -$46.4K 0.01% 910
2021
Q1 		$324K Sell
4,827
-3,332
-41% -$215K 0.01% 780
2020
Q4 		$508K Sell
8,159
-3,889
-32% -$228K 0.02% 621
2020
Q3 		$654K Sell
12,048
-4,866
-29% -$261K 0.02% 488
2020
Q2 		$854K Buy
16,914
+8,958
+113% +$430K 0.03% 397
2020
Q1 		$337K Buy
+7,956
New +$416K 0.02% 566

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors's CFA Position: Q1 2026 in Review

NewEdge Advisors reduced its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 2.9% in Q1 2026, selling an estimated $156K and leaving 55,521 shares worth $5.08M. The position accounts for 0.02% of the portfolio, ranked #684.

NewEdge Advisors first reported a position in CFA in Q1 2020 and has held it in 18 quarters since. The position peaked at $5.2M in Q4 2025. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

  • NewEdge Advisors held 55,521 shares of VictoryShares US 500 Volatility Wtd ETF worth $5.08M as of Q1 2026.
  • NewEdge Advisors sold 1,660 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2026, an estimated $156K.
  • VictoryShares US 500 Volatility Wtd ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #684 holding.
  • NewEdge Advisors first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2020 and has held it in 18 quarters since.
  • NewEdge Advisors's VictoryShares US 500 Volatility Wtd ETF position peaked at $5.2M in Q4 2025.
  • 71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.