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CFO icon

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

NewEdge 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
Q1 		$4.67M Sell
62,913
-2,307
-4% -$175K 0.02% 719
2025
Q4 		$4.82M Buy
65,220
+6,090
+10% +$447K 0.02% 671
2025
Q3 		$4.36M Buy
59,130
+39,058
+195% +$2.84M 0.02% 686
2025
Q2 		$1.43M Sell
20,072
-527
-3% -$35.8K 0.01% 1091
2025
Q1 		$1.41M Sell
20,599
-347
-2% -$24.3K 0.01% 1013
2024
Q4 		$1.44M Sell
20,946
-6,743
-24% -$478K 0.01% 979
2024
Q3 		$1.93M Sell
27,689
-377
-1% -$25.1K 0.01% 812
2024
Q2 		$1.8M Sell
28,066
-2,265
-7% -$146K 0.01% 801
2024
Q1 		$2M Sell
30,331
-1,475
-5% -$92K 0.02% 688
2023
Q4 		$1.93M Buy
31,806
+4,183
+15% +$244K 0.02% 677
2023
Q3 		$1.63M Sell
27,623
-3,366
-11% -$207K 0.02% 664
2023
Q2 		$1.91M Sell
30,989
-4,373
-12% -$269K 0.02% 605
2023
Q1 		$2.19M Sell
35,362
-2,092
-6% -$132K 0.03% 506
2022
Q4 		$789K Sell
37,454
-4,070
-10% -$269K 0.02% 593
2022
Q3 		$2.66M Sell
41,524
-1,097
-3% -$72K 0.04% 360
2022
Q2 		$2.74M Sell
42,621
-8,662
-17% -$600K 0.05% 361
2022
Q1 		$3.8M Sell
51,283
-3,647
-7% -$267K 0.06% 292
2021
Q4 		$4.27M Sell
54,930
-21,751
-28% -$1.63M 0.06% 276
2021
Q3 		$5.46M Sell
76,681
-20,470
-21% -$1.5M 0.13% 151
2021
Q2 		$6.93M Buy
97,151
+7,502
+8% +$528K 0.18% 119
2021
Q1 		$6.02M Buy
89,649
+9,326
+12% +$603K 0.18% 120
2020
Q4 		$5.01M Buy
80,323
+35,864
+81% +$2.11M 0.16% 127
2020
Q3 		$2.42M Buy
44,459
+12,611
+40% +$680K 0.08% 217
2020
Q2 		$1.65M Buy
31,848
+7,091
+29% +$358K 0.06% 252
2020
Q1 		$1.16M Buy
24,757
+419
+2% +$21.3K 0.06% 282
2019
Q4 		$1.28M Sell
24,338
-1,626
-6% -$82.3K 0.05% 314
2019
Q3 		$1.28M Sell
25,964
-5,677
-18% -$278K 0.06% 299
2019
Q2 		$1.55M Sell
31,641
-3,217
-9% -$153K 0.09% 207
2019
Q1 		$1.63M Sell
34,858
-895
-3% -$40.8K 0.11% 198
2018
Q4 		$1.57K Sell
35,753
-454
-1% -$21.6K 0.1% 174
2018
Q3 		$1.87M Sell
36,207
-510
-1% -$26.2K 0.14% 150
2018
Q2 		$1.81K Sell
36,717
-130
-0.4% -$6.43K 0.17% 128
2018
Q1 		$1.76M Buy
36,847
+4,853
+15% +$241K 0.2% 111
2017
Q4 		$1.59M Buy
31,994
+2,831
+10% +$134K 0.22% 104
2017
Q3 		$1.34M Buy
29,163
+88
+0.3% +$3.92K 0.21% 121
2017
Q2 		$1.28M Buy
+29,075
New +$1.26M 0.22% 102

Other funds holding CFO

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors's CFO Position: Q1 2026 in Review

NewEdge Advisors reduced its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 3.5% in Q1 2026, selling an estimated $175K and leaving 62,913 shares worth $4.67M. The position accounts for 0.02% of the portfolio, ranked #719.

NewEdge Advisors first reported a position in CFO in Q2 2017 and has held it in 36 quarters since. The position peaked at $6.93M in Q2 2021. 67 funds tracked by Wall St. Rank hold CFO as of Q1 2026.

  • NewEdge Advisors held 62,913 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $4.67M as of Q1 2026.
  • NewEdge Advisors sold 2,307 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $175K.
  • VictoryShares US 500 Enhanced Volatility Wtd ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #719 holding.
  • NewEdge Advisors first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q2 2017 and has held it in 36 quarters since.
  • NewEdge Advisors's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $6.93M in Q2 2021.
  • 67 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2026.

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