Silver Oak Securities’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Silver Oak Securities’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 Q2	$23.7M	Buy	+295,625	New	+$22.9M	1.44%	9
2023 Q4	–	Sell	-528,587	Closed	-$31.1M	–	503
2023 Q3	$31.1M	Sell	528,587 -31,517	-6%	-$1.94M	6.77%	3
2023 Q2	$34.5M	Sell	560,104 -41,186	-7%	-$2.53M	5.55%	2
2023 Q1	$37.5M	Sell	601,290 -34,142	-5%	-$2.15M	6.15%	2
2022 Q4	$40.7M	Buy	635,432 +106,845	+20%	+$7.05M	7.63%	1
2022 Q3	$31.1M	Sell	528,587 -169,600	-24%	-$11.1M	6.77%	3
2022 Q2	$45.7M	Buy	698,187 +82,378	+13%	+$5.71M	10.25%	1
2022 Q1	$45.2M	Buy	+615,809	New	+$45.1M	9.19%	1

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

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

Silver Oak Securities's CFO Position: Q2 2026 in Review

Silver Oak Securities opened a new position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q2 2026: 295,625 shares worth $23.7M. The stake represents 1.44% of the portfolio and ranks #9 among its holdings. This is a return to the name: Silver Oak Securities previously reported a position in CFO as recently as Q3 2023.

Silver Oak Securities first reported a position in CFO in Q1 2022 and has held it in 8 quarters since. The position peaked at $45.7M in Q2 2022. 72 funds tracked by Wall St. Rank hold CFO as of Q2 2026.

Silver Oak Securities held 295,625 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $23.7M as of Q2 2026.
VictoryShares US 500 Enhanced Volatility Wtd ETF was a new Silver Oak Securities position in Q2 2026.
VictoryShares US 500 Enhanced Volatility Wtd ETF made up 1.44% of Silver Oak Securities's portfolio in Q2 2026, its #9 holding.
Silver Oak Securities first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q1 2022 and has held it in 8 quarters since.
Silver Oak Securities's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $45.7M in Q2 2022.
72 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.