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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return