Root Financial Partners’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Root Financial Partners’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 Q3	$11.9K	Buy	+124	New	+$12.4K	﹤0.01%	1834

Other funds holding CFA

Smith Thornton Advisors Huntsville, Alabama $229M AUM 13.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Root Financial Partners's CFA Position: Q3 2026 in Review

Root Financial Partners opened a new position in VictoryShares US 500 Volatility Wtd ETF (CFA) in Q3 2026: 124 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #1834 among its holdings.

11 funds tracked by Wall St. Rank hold CFA as of Q3 2026.

Root Financial Partners held 124 shares of VictoryShares US 500 Volatility Wtd ETF worth $11.9K as of Q3 2026.
VictoryShares US 500 Volatility Wtd ETF was a new Root Financial Partners position in Q3 2026.
VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1834 holding.
11 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.