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Vantage Financial Partners (Wisconsin)’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025
Q4 		– Sell
-2,850
Closed -$210K – 214
2025
Q3 		$210K Sell
2,850
-1,265
-31% -$91.8K 0.04% 200
2025
Q2 		$293K Sell
4,115
-568
-12% -$38.6K 0.07% 153
2025
Q1 		$321K Sell
4,683
-2,108
-31% -$147K 0.08% 135
2024
Q4 		$468K Sell
6,791
-396
-6% -$28.1K 0.12% 107
2024
Q3 		$502K Sell
7,187
-2,084
-22% -$139K 0.12% 106
2024
Q2 		$596K Sell
9,271
-685
-7% -$44K 0.15% 73
2024
Q1 		$657K Sell
9,956
-1,060
-10% -$66.1K 0.18% 64
2023
Q4 		$668K Sell
11,016
-39,922
-78% -$2.33M 0.2% 54
2023
Q3 		$3M Sell
50,938
-59,575
-54% -$3.66M 1.18% 19
2023
Q2 		$6.81M Buy
110,513
+3,400
+3% +$209K 2.55% 16
2023
Q1 		$6.67M Buy
107,113
+7,235
+7% +$456K 2.65% 14
2022
Q4 		$6.39M Buy
99,878
+14,249
+17% +$941K 3.81% 10
2022
Q3 		$5.49M Buy
+85,629
New +$5.62M 3.7% 10

Other funds holding CFO

Cetera Investment Advisers
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $12.5B AUM 18.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s CFO Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q4 2025, closing a stake of 2,850 shares — an estimated $210K sold.

Vantage Financial Partners (Wisconsin) first reported a position in CFO in Q3 2022 and held it in 13 quarters. The position peaked at $6.81M in Q2 2023. 69 funds tracked by Wall St. Rank hold CFO as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q4 2025 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 2,850 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q4 2025, an estimated $210K.
  • Vantage Financial Partners (Wisconsin) first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q3 2022 and held it in 13 quarters.
  • Vantage Financial Partners (Wisconsin)'s VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $6.81M in Q2 2023.
  • 69 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.