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Sound Income Strategies’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Sound Income Strategies’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
Q1 		– Sell
-115
Closed -$8.78K – 2612
2025
Q4 		$8.78K Hold
115
– – ﹤0.01% 1546
2025
Q3 		$8.44K Hold
115
– – ﹤0.01% 1052
2025
Q2 		$8.22K Hold
115
– – ﹤0.01% 983
2025
Q1 		$7.9K Hold
115
– – ﹤0.01% 960
2024
Q4 		$7.95K Sell
115
-145
-56% -$10.3K ﹤0.01% 891
2024
Q3 		$18.2K Hold
260
– – ﹤0.01% 658
2024
Q2 		$16.7K Sell
260
-909
-78% -$58.4K ﹤0.01% 672
2024
Q1 		$77.1K Buy
1,169
+909
+350% +$56.7K 0.01% 354
2023
Q4 		$15.8K Hold
260
– – ﹤0.01% 636
2023
Q3 		$15.3K Sell
260
-3,225
-93% -$198K ﹤0.01% 488
2023
Q2 		$215K Buy
3,485
+2,425
+229% +$149K 0.02% 145
2023
Q1 		$66K Sell
1,060
-204
-16% -$12.9K 0.01% 250
2022
Q4 		$80.9K Hold
1,264
– – 0.01% 212
2022
Q3 		$81K Buy
1,264
+204
+19% +$13.4K 0.01% 186
2022
Q2 		$68K Sell
1,060
-115
-10% -$7.96K 0.01% 193
2022
Q1 		$87K Hold
1,175
– – 0.01% 181
2021
Q4 		$91K Sell
1,175
-400
-25% -$30K 0.01% 182
2021
Q3 		$112K Hold
1,575
– – 0.01% 166
2021
Q2 		$112K Buy
1,575
+930
+144% +$65.5K 0.02% 165
2021
Q1 		$43.3K Buy
645
+500
+345% +$32.3K 0.01% 238
2020
Q4 		$9K Hold
145
– – ﹤0.01% 465
2020
Q3 		$8K Hold
145
– – ﹤0.01% 451
2020
Q2 		$8K Hold
145
– – ﹤0.01% 417
2020
Q1 		$7K Hold
145
– – ﹤0.01% 389
2019
Q4 		$8K Hold
145
– – ﹤0.01% 363
2019
Q3 		$7K Hold
145
– – ﹤0.01% 361
2019
Q2 		$7K Hold
145
– – ﹤0.01% 375
2019
Q1 		$7K Hold
145
– – ﹤0.01% 386
2018
Q4 		$6K Buy
+145
New +$6.9K ﹤0.01% 407

Other funds holding CFO

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sound Income Strategies's CFO Position: Q1 2026 in Review

Sound Income Strategies sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q1 2026, closing a stake of 115 shares — an estimated $8.78K sold.

Sound Income Strategies first reported a position in CFO in Q4 2018 and held it in 29 quarters. The position peaked at $215K in Q2 2023. 67 funds tracked by Wall St. Rank hold CFO as of Q1 2026.

  • Sound Income Strategies reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q1 2026 after selling out during the quarter.
  • Sound Income Strategies sold 115 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $8.78K.
  • Sound Income Strategies first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2018 and held it in 29 quarters.
  • Sound Income Strategies's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $215K in Q2 2023.
  • 67 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.