Raymond James Financial’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Raymond James Financial’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	$19.6M	Buy	214,516 +892	+0.4%	+$83.7K	0.01%	1487
2025 Q4	$19.4M	Sell	213,624 -9,580	-4%	-$867K	0.01%	1460
2025 Q3	$20.3M	Sell	223,204 -76,876	-26%	-$6.88M	0.01%	1404
2025 Q2	$26.4M	Sell	300,080 -2,716	-0.9%	-$228K	0.01%	1165
2025 Q1	$25.6M	Buy	302,796 +3,762	+1%	+$325K	0.01%	1123
2024 Q4	$25.4M	Buy	+299,034	New	+$26.2M	0.01%	1139

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 $61.7B AUM 33.76% 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 $21.8B AUM 28.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Raymond James Financial's CFA Position: Q1 2026 in Review

Raymond James Financial increased its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 0.42% in Q1 2026, buying an estimated $83.7K and bringing the position to 214,516 shares worth $19.6M. The position accounts for 0.01% of the portfolio, ranked #1487.

Raymond James Financial first reported a position in CFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $26.4M in Q2 2025. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

Raymond James Financial held 214,516 shares of VictoryShares US 500 Volatility Wtd ETF worth $19.6M as of Q1 2026.
Raymond James Financial bought 892 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2026, an estimated $83.7K.
VictoryShares US 500 Volatility Wtd ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1487 holding.
Raymond James Financial first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's VictoryShares US 500 Volatility Wtd ETF position peaked at $26.4M in Q2 2025.
71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.