PFGIA
CFO icon

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

Patriot Financial Group Insurance Agency’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
Q2 		$1.86M Sell
23,171
-23,603
-50% -$1.83M 0.19% 134
2026
Q1 		$3.47M Buy
46,774
+23,337
+100% +$1.77M 0.2% 136
2025
Q4 		$1.73M Sell
23,437
-1,028
-4% -$75.4K 0.21% 130
2025
Q3 		$1.81M Sell
24,465
-311
-1% -$22.6K 0.23% 120
2025
Q2 		$1.77M Sell
24,776
-1,291
-5% -$87.8K 0.2% 130
2025
Q1 		$1.79M Sell
26,067
-959
-4% -$67.1K 0.24% 109
2024
Q4 		$1.86M Sell
27,026
-62
-0.2% -$4.4K 0.25% 92
2024
Q3 		$1.89M Sell
27,088
-181
-0.7% -$12.1K 0.25% 97
2024
Q2 		$1.75M Sell
27,269
-475
-2% -$30.5K 0.26% 89
2024
Q1 		$1.83M Buy
27,744
+40
+0.1% +$2.5K 0.29% 78
2023
Q4 		$1.68M Sell
27,704
-989
-3% -$57.7K 0.32% 71
2023
Q3 		$1.69M Sell
28,693
-1,562
-5% -$96K 0.35% 61
2023
Q2 		$1.86M Buy
30,255
+458
+2% +$28.2K 0.35% 61
2023
Q1 		$1.86M Buy
29,797
+1,947
+7% +$123K 0.38% 58
2022
Q4 		$1.78M Buy
27,850
+1,540
+6% +$102K 0.24% 49
2022
Q3 		$1.69M Buy
26,310
+292
+1% +$19.2K 0.41% 51
2022
Q2 		$1.67M Buy
26,018
+1,073
+4% +$74.3K 0.34% 57
2022
Q1 		$1.85M Buy
24,945
+330
+1% +$24.2K 0.33% 59
2021
Q4 		$1.91M Buy
24,615
+907
+4% +$68.1K 0.32% 62
2021
Q3 		$1.69M Sell
23,708
-730
-3% -$53.3K 0.3% 65
2021
Q2 		$1.74M Sell
24,438
-100
-0.4% -$7.04K 0.32% 65
2021
Q1 		$1.65M Buy
24,538
+299
+1% +$19.3K 0.38% 42
2020
Q4 		$1.51M Sell
24,239
-12,527
-34% -$736K 0.38% 45
2020
Q3 		$2M Sell
36,766
-10,587
-22% -$571K 0.65% 22
2020
Q2 		$2.46M Buy
47,353
+19,027
+67% +$960K 0.94% 14
2020
Q1 		$1.32M Sell
28,326
-5,617
-17% -$286K 0.6% 27
2019
Q4 		$1.78M Sell
33,943
-1,431
-4% -$72.4K 0.67% 23
2019
Q3 		$1.75M Sell
35,374
-563
-2% -$27.6K 0.78% 21
2019
Q2 		$1.77M Buy
35,937
+825
+2% +$39.4K 0.76% 21
2019
Q1 		$1.64M Buy
35,112
+2,751
+9% +$125K 0.84% 18
2018
Q4 		$1.42M Buy
32,361
+16,380
+102% +$780K 0.94% 14
2018
Q3 		$827K Buy
15,981
+3,081
+24% +$158K 0.49% 25
2018
Q2 		$637K Buy
12,900
+613
+5% +$30.3K 0.68% 25
2018
Q1 		$587K Buy
12,287
+2,007
+20% +$99.8K 0.43% 51
2017
Q4 		$509K Buy
10,280
+1,012
+11% +$47.9K 0.38% 57
2017
Q3 		$427K Buy
9,268
+1,507
+19% +$67.1K 0.38% 58
2017
Q2 		$342K Buy
7,761
+1,454
+23% +$63K 0.36% 54
2017
Q1 		$266K Buy
6,307
+654
+12% +$27.4K 0.28% 61
2016
Q4 		$230K Buy
+5,653
New +$222K 0.31% 59

Other funds holding CFO

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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
BFS
BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return
FCM
Family Capital Management Grand Rapids, Michigan $258M AUM 23.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 50% in Q2 2026, selling an estimated $1.83M and leaving 23,171 shares worth $1.86M. The position accounts for 0.19% of the portfolio, ranked #134.

Patriot Financial Group Insurance Agency first reported a position in CFO in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.47M in Q1 2026. 37 funds tracked by Wall St. Rank hold CFO as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 23,171 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $1.86M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 23,603 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $1.83M.
  • VictoryShares US 500 Enhanced Volatility Wtd ETF made up 0.19% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #134 holding.
  • Patriot Financial Group Insurance Agency first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $3.47M in Q1 2026.
  • 37 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2026.

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