NWF Advisory Services’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

NWF Advisory Services’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	$701K	Buy	7,659 +1,470	+24%	+$138K	0.08%	167
2025 Q4	$563K	Sell	6,189 -1,470	-19%	-$133K	0.06%	191
2025 Q3	$697K	Hold	7,659	–	–	0.08%	169
2025 Q2	$674K	Hold	7,659	–	–	0.08%	171
2025 Q1	$647K	Buy	+7,659	New	+$661K	0.09%	150
2024 Q4	–	Sell	-7,659	Closed	-$660K	–	306
2024 Q3	$660K	Hold	7,659	–	–	0.1%	139
2024 Q2	$608K	Hold	7,659	–	–	0.1%	137
2024 Q1	$623K	Sell	7,659 -8	-0.1%	-$616	0.1%	139
2023 Q4	$572K	Hold	7,667	–	–	0.11%	135
2023 Q3	$522K	Hold	7,667	–	–	0.12%	132
2023 Q2	$545K	Hold	7,667	–	–	0.13%	131
2023 Q1	$545K	Buy	+7,667	New	+$530K	0.13%	130

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

NWF Advisory Services's CFA Position: Q1 2026 in Review

NWF Advisory Services increased its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 24% in Q1 2026, buying an estimated $138K and bringing the position to 7,659 shares worth $701K. The position accounts for 0.08% of the portfolio, ranked #167.

NWF Advisory Services first reported a position in CFA in Q1 2023 and has held it in 12 quarters since. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

NWF Advisory Services held 7,659 shares of VictoryShares US 500 Volatility Wtd ETF worth $701K as of Q1 2026.
NWF Advisory Services bought 1,470 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2026, an estimated $138K.
VictoryShares US 500 Volatility Wtd ETF made up 0.08% of NWF Advisory Services's portfolio in Q1 2026, its #167 holding.
NWF Advisory Services first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2023 and has held it in 12 quarters since.
71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.