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 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

NFG

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

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Smith Thornton Advisors's CFA Position: Q2 2026 in Review

Smith Thornton Advisors held its VictoryShares US 500 Volatility Wtd ETF (CFA) position steady in Q2 2026 at 9,893 shares worth $983K. The position accounts for 0.43% of the portfolio, ranked #56.

Smith Thornton Advisors first reported a position in CFA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.24M in Q4 2024. 12 funds tracked by Wall St. Rank hold CFA as of Q2 2026.

Smith Thornton Advisors held 9,893 shares of VictoryShares US 500 Volatility Wtd ETF worth $983K as of Q2 2026.
Smith Thornton Advisors left its VictoryShares US 500 Volatility Wtd ETF share count unchanged in Q2 2026.
VictoryShares US 500 Volatility Wtd ETF made up 0.43% of Smith Thornton Advisors's portfolio in Q2 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 9 quarters since.
Smith Thornton Advisors's VictoryShares US 500 Volatility Wtd ETF position peaked at $1.24M in Q4 2024.
12 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.