Summit Financial’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Summit Financial’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 Q1	$7.13M	Buy	77,963 +1,804	+2%	+$169K	0.09%	230
2025 Q4	$6.93M	Sell	76,159 -2,665	-3%	-$241K	0.1%	189
2025 Q3	$7.17M	Sell	78,824 -7,394	-9%	-$662K	0.11%	177
2025 Q2	$7.58M	Buy	86,218 +3,046	+4%	+$255K	0.17%	106
2025 Q1	$7.02M	Buy	+83,172	New	+$7.18M	0.2%	100

Other funds holding CFA

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

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Financial's CFA Position: Q1 2026 in Review

Summit Financial increased its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 2.4% in Q1 2026, buying an estimated $169K and bringing the position to 77,963 shares worth $7.13M. The position accounts for 0.09% of the portfolio, ranked #230.

Summit Financial first reported a position in CFA in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.58M in Q2 2025. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

Summit Financial held 77,963 shares of VictoryShares US 500 Volatility Wtd ETF worth $7.13M as of Q1 2026.
Summit Financial bought 1,804 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2026, an estimated $169K.
VictoryShares US 500 Volatility Wtd ETF made up 0.09% of Summit Financial's portfolio in Q1 2026, its #230 holding.
Summit Financial first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2025 and has held it in 5 quarters since.
Summit Financial's VictoryShares US 500 Volatility Wtd ETF position peaked at $7.58M in Q2 2025.
71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.