NorthRock Partners’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

NorthRock Partners’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
2025 Q2	–	Sell	-2,434	Closed	-$167K	–	709
2025 Q1	$167K	Hold	2,434	–	–	0.01%	585
2024 Q4	$168K	Hold	2,434	–	–	0.01%	581
2024 Q3	$170K	Hold	2,434	–	–	0.01%	615
2024 Q2	$156K	Hold	2,434	–	–	0.01%	595
2024 Q1	$161K	Sell	2,434 -411	-14%	-$25.6K	0.01%	601
2023 Q4	$173K	Buy	+2,845	New	+$166K	0.01%	560

Other funds holding CFO

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NorthRock Partners's CFO Position: Q2 2025 in Review

NorthRock Partners sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q2 2025, closing a stake of 2,434 shares — an estimated $167K sold.

NorthRock Partners first reported a position in CFO in Q4 2023 and held it in 6 quarters. The position peaked at $173K in Q4 2023. 70 funds tracked by Wall St. Rank hold CFO as of Q2 2025.

NorthRock Partners reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 2,434 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q2 2025, an estimated $167K.
NorthRock Partners first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2023 and held it in 6 quarters.
NorthRock Partners's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $173K in Q4 2023.
70 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.