SageView Advisory Group
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SageView Advisory Group’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-317
Closed -$23.4K – 905
2025
Q4 		$23.4K Buy
+317
New +$23.2K ﹤0.01% 1389

Other funds holding CFO

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SageView Advisory Group's CFO Position: Q1 2026 in Review

SageView Advisory Group sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q1 2026, closing a stake of 317 shares — an estimated $23.4K sold.

SageView Advisory Group first reported a position in CFO in Q4 2025 and held it in 1 quarter. The position peaked at $23.4K in Q4 2025. 67 funds tracked by Wall St. Rank hold CFO as of Q1 2026.

  • SageView Advisory Group reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 317 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $23.4K.
  • SageView Advisory Group first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $23.4K in Q4 2025.
  • 67 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.