Significant Wealth Partners’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Significant Wealth Partners’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
2025 Q4	–	Sell	-4,492	Closed	-$331K	–	76
2025 Q3	$331K	Buy	4,492 +16	+0.4%	+$1.16K	0.16%	68
2025 Q2	$319K	Buy	4,476 +16	+0.4%	+$1.09K	0.16%	64
2025 Q1	$306K	Buy	4,460 +16	+0.4%	+$1.12K	0.16%	55
2024 Q4	$306K	Buy	4,444 +13	+0.3%	+$922	0.16%	46
2024 Q3	$309K	Buy	4,431 +15	+0.3%	+$999	0.16%	52
2024 Q2	$284K	Buy	4,416 +14	+0.3%	+$899	0.16%	48
2024 Q1	$290K	Sell	4,402 -769	-15%	-$48K	0.19%	127
2023 Q4	$314K	Buy	+5,171	New	+$302K	0.23%	113

Other funds holding CFO

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Significant Wealth Partners's CFO Position: Q4 2025 in Review

Significant Wealth Partners sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q4 2025, closing a stake of 4,492 shares — an estimated $331K sold.

Significant Wealth Partners first reported a position in CFO in Q4 2023 and held it in 8 quarters. The position peaked at $331K in Q3 2025. 69 funds tracked by Wall St. Rank hold CFO as of Q4 2025.

Significant Wealth Partners reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q4 2025 after selling out during the quarter.
Significant Wealth Partners sold 4,492 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q4 2025, an estimated $331K.
Significant Wealth Partners first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2023 and held it in 8 quarters.
Significant Wealth Partners's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $331K in Q3 2025.
69 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q4 2025.

Based on Significant Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.