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

Smith Thornton 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 Q3	$946K	Sell	9,891 -2	-0%	-$200	0.41%	56
2026 Q2	$983K	Hold	9,893	–	–	0.43%	56
2026 Q1	$905K	Sell	9,893 -6	-0.1%	-$563	0.46%	56
2025 Q4	$901K	Hold	9,899	–	–	0.46%	56
2025 Q3	$901K	Hold	9,899	–	–	0.47%	56
2025 Q2	$871K	Sell	9,899 -1,674	-14%	-$140K	0.5%	54
2025 Q1	$977K	Sell	11,573 -3,054	-21%	-$264K	0.61%	49
2024 Q4	$1.24M	Buy	14,627 +269	+2%	+$23.5K	0.78%	48
2024 Q3	$1.24M	Buy	14,358 +91	+0.6%	+$7.48K	0.81%	45
2024 Q2	$1.13M	Buy	+14,267	New	+$1.13M	0.83%	39

Other funds holding CFA

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Rossmore Private Capital Glastonbury, Connecticut $1.31B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Smith Thornton Advisors's CFA Position: Q3 2026 in Review

Smith Thornton Advisors reduced its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 0.02% in Q3 2026, selling an estimated $200 and leaving 9,891 shares worth $946K. The position accounts for 0.41% of the portfolio, ranked #56.

Smith Thornton Advisors first reported a position in CFA in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.24M in Q4 2024. 21 funds tracked by Wall St. Rank hold CFA as of Q3 2026.

Smith Thornton Advisors held 9,891 shares of VictoryShares US 500 Volatility Wtd ETF worth $946K as of Q3 2026.
Smith Thornton Advisors sold 2 VictoryShares US 500 Volatility Wtd ETF shares in Q3 2026, an estimated $200.
VictoryShares US 500 Volatility Wtd ETF made up 0.41% of Smith Thornton Advisors's portfolio in Q3 2026, its #56 holding.
Smith Thornton Advisors first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2024 and has held it in 10 quarters since.
Smith Thornton Advisors's VictoryShares US 500 Volatility Wtd ETF position peaked at $1.24M in Q4 2024.
21 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q3 2026.

Based on Smith Thornton Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.