Signature Estate & Investment Advisors’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Signature Estate & Investment 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
2026 Q2	$309K	Buy	3,127 +9	+0.3%	+$862	0.01%	538
2026 Q1	$285K	Buy	3,118 +6	+0.2%	+$563	0.01%	549
2025 Q4	$283K	Buy	3,112 +12	+0.4%	+$1.09K	0.01%	515
2025 Q3	$282K	Buy	3,100 +9	+0.3%	+$806	0.01%	509
2025 Q2	$272K	Buy	3,091 +9	+0.3%	+$755	0.01%	486
2025 Q1	$260K	Buy	3,082 +6	+0.2%	+$518	0.01%	469
2024 Q4	$261K	Buy	3,076 +12	+0.4%	+$1.05K	0.01%	445
2024 Q3	$264K	Buy	3,064 +9	+0.3%	+$739	0.01%	429
2024 Q2	$242K	Buy	+3,055	New	+$242K	0.01%	447

Other funds holding CFA

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

Signature Estate & Investment Advisors's CFA Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 0.29% in Q2 2026, buying an estimated $862 and bringing the position to 3,127 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #538.

Signature Estate & Investment Advisors first reported a position in CFA in Q2 2024 and has held it in 9 quarters since. 36 funds tracked by Wall St. Rank hold CFA as of Q2 2026.

Signature Estate & Investment Advisors held 3,127 shares of VictoryShares US 500 Volatility Wtd ETF worth $309K as of Q2 2026.
Signature Estate & Investment Advisors bought 9 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2026, an estimated $862.
VictoryShares US 500 Volatility Wtd ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #538 holding.
Signature Estate & Investment Advisors first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2024 and has held it in 9 quarters since.
36 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.