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

TruWealth 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 Q1	$397K	Hold	4,343	–	–	0.02%	132
2025 Q4	$395K	Hold	4,343	–	–	0.02%	135
2025 Q3	$395K	Hold	4,343	–	–	0.02%	133
2025 Q2	$382K	Hold	4,343	–	–	0.02%	131
2025 Q1	$367K	Hold	4,343	–	–	0.02%	118
2024 Q4	$369K	Hold	4,343	–	–	0.02%	119
2024 Q3	$374K	Hold	4,343	–	–	0.02%	116
2024 Q2	$345K	Hold	4,343	–	–	0.02%	121
2024 Q1	$353K	Hold	4,343	–	–	0.02%	122
2023 Q4	$324K	Hold	4,343	–	–	0.02%	112
2023 Q3	$296K	Hold	4,343	–	–	0.03%	114
2023 Q2	$309K	Hold	4,343	–	–	0.03%	108
2023 Q1	$299K	Hold	4,343	–	–	0.03%	115
2022 Q4	$294K	Hold	4,343	–	–	0.03%	112
2022 Q3	$265K	Hold	4,343	–	–	0.03%	114
2022 Q2	$279K	Hold	4,343	–	–	0.03%	108
2022 Q1	$322K	Hold	4,343	–	–	0.03%	89
2021 Q4	$337K	Buy	+4,343	New	+$326K	0.03%	90

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

TruWealth Advisors's CFA Position: Q1 2026 in Review

TruWealth Advisors held its VictoryShares US 500 Volatility Wtd ETF (CFA) position steady in Q1 2026 at 4,343 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #132.

TruWealth Advisors first reported a position in CFA in Q4 2021 and has held it in 18 quarters since. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

TruWealth Advisors held 4,343 shares of VictoryShares US 500 Volatility Wtd ETF worth $397K as of Q1 2026.
TruWealth Advisors left its VictoryShares US 500 Volatility Wtd ETF share count unchanged in Q1 2026.
VictoryShares US 500 Volatility Wtd ETF made up 0.02% of TruWealth Advisors's portfolio in Q1 2026, its #132 holding.
TruWealth Advisors first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2021 and has held it in 18 quarters since.
71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.