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Patriot Financial Group Insurance Agency’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		$476K Sell
4,815
-4,645
-49% -$445K 0.05% 309
2026
Q1 		$865K Buy
9,460
+4,630
+96% +$434K 0.05% 321
2025
Q4 		$440K Buy
4,830
+155
+3% +$14K 0.05% 314
2025
Q3 		$425K Hold
4,675
– – 0.05% 315
2025
Q2 		$411K Hold
4,675
– – 0.05% 347
2025
Q1 		$395K Sell
4,675
-331
-7% -$28.6K 0.05% 336
2024
Q4 		$425K Sell
5,006
-1,145
-19% -$100K 0.06% 311
2024
Q3 		$530K Sell
6,151
-237
-4% -$19.5K 0.07% 286
2024
Q2 		$507K Sell
6,388
-103
-2% -$8.16K 0.07% 273
2024
Q1 		$528K Buy
6,491
+24
+0.4% +$1.85K 0.08% 265
2023
Q4 		$483K Sell
6,467
-69
-1% -$4.81K 0.09% 252
2023
Q3 		$445K Buy
6,536
+44
+0.7% +$3.13K 0.09% 262
2023
Q2 		$461K Sell
6,492
-222
-3% -$15.2K 0.09% 261
2023
Q1 		$462K Buy
+6,714
New +$464K 0.09% 235
2022
Q3 		– Sell
-2,519
Closed -$162K – 646
2022
Q2 		$162K Sell
2,519
-3
-0.1% -$207 0.03% 423
2022
Q1 		$187K Sell
2,522
-2
-0.1% -$146 0.03% 422
2021
Q4 		$196K Sell
2,524
-239
-9% -$17.9K 0.03% 449
2021
Q3 		$197K Buy
2,763
+131
+5% +$9.57K 0.03% 454
2021
Q2 		$188K Sell
2,632
-1,522
-37% -$107K 0.03% 444
2021
Q1 		$279K Buy
4,154
+2,741
+194% +$177K 0.06% 304
2020
Q4 		$88K Buy
1,413
+522
+59% +$30.6K 0.02% 537
2020
Q3 		$48K Buy
891
+289
+48% +$15.5K 0.02% 544
2020
Q2 		$30K Sell
602
-144,205
-100% -$6.93M 0.01% 634
2020
Q1 		$6.14M Sell
144,807
-6,597
-4% -$345K 2.81% 3
2019
Q4 		$8.54M Sell
151,404
-6,455
-4% -$351K 3.2% 4
2019
Q3 		$8.36M Sell
157,859
-57,483
-27% -$3.02M 3.76% 3
2019
Q2 		$11.4M Sell
215,342
-5,464
-2% -$280K 4.91% 2
2019
Q1 		$11.1M Sell
220,806
-15,536
-7% -$752K 5.68% 2
2018
Q4 		$10.4M Buy
236,342
+3,116
+1% +$148K 6.84% 2
2018
Q3 		$12.1M Sell
233,226
-46,518
-17% -$2.39M 7.21% 2
2018
Q2 		$13.8M Sell
279,744
-9,433
-3% -$467K 14.78% 1
2018
Q1 		$13.8M Buy
289,177
+14,126
+5% +$703K 10.24% 1
2017
Q4 		$13.7M Buy
275,051
+11,829
+4% +$560K 10.26% 1
2017
Q3 		$12.1M Buy
263,222
+20,380
+8% +$908K 10.84% 1
2017
Q2 		$10.7M Buy
242,842
+23,231
+11% +$1.01M 11.17% 1
2017
Q1 		$9.27M Buy
219,611
+27,701
+14% +$1.16M 9.77% 1
2016
Q4 		$7.84M Buy
+191,910
New +$7.53M 10.72% 1

Other funds holding CFA

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CFA Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 49% in Q2 2026, selling an estimated $445K and leaving 4,815 shares worth $476K. The position accounts for 0.05% of the portfolio, ranked #309.

Patriot Financial Group Insurance Agency first reported a position in CFA in Q4 2016 and has held it in 37 quarters since. The position peaked at $13.8M in Q1 2018. 36 funds tracked by Wall St. Rank hold CFA as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 4,815 shares of VictoryShares US 500 Volatility Wtd ETF worth $476K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 4,645 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2026, an estimated $445K.
  • VictoryShares US 500 Volatility Wtd ETF made up 0.05% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #309 holding.
  • Patriot Financial Group Insurance Agency first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2016 and has held it in 37 quarters since.
  • Patriot Financial Group Insurance Agency's VictoryShares US 500 Volatility Wtd ETF position peaked at $13.8M in Q1 2018.
  • 36 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.