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Sanctuary Advisors’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Sanctuary Advisors’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
2025
Q3 		– Sell
-11,287
Closed -$993K – 2430
2025
Q2 		$993K Buy
11,287
+20
+0.2% +$1.68K 0.01% 1220
2025
Q1 		$951K Buy
11,267
+11
+0.1% +$949 0.01% 1152
2024
Q4 		$1M Buy
11,256
+15
+0.1% +$1.31K 0.01% 1258
2024
Q3 		$1.01M Buy
11,241
+38
+0.3% +$3.12K 0.01% 1241
2024
Q2 		$877K Buy
+11,203
New +$888K 0.01% 1274

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Sanctuary Advisors's CFA Position: Q3 2025 in Review

Sanctuary Advisors sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q3 2025, closing a stake of 11,287 shares — an estimated $993K sold.

Sanctuary Advisors first reported a position in CFA in Q2 2024 and held it in 5 quarters. The position peaked at $1.01M in Q3 2024. 68 funds tracked by Wall St. Rank hold CFA as of Q3 2025.

  • Sanctuary Advisors reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q3 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 11,287 VictoryShares US 500 Volatility Wtd ETF shares in Q3 2025, an estimated $993K.
  • Sanctuary Advisors first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2024 and held it in 5 quarters.
  • Sanctuary Advisors's VictoryShares US 500 Volatility Wtd ETF position peaked at $1.01M in Q3 2024.
  • 68 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q3 2025.

Based on Sanctuary Advisors's 13F filing for Q3 2025, filed 6 Jan 2026.