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

Waverly 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	$429K	Buy	+4,343	New	+$416K	﹤0.01%	1248

Other funds holding CFA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Waverly Advisors's CFA Position: Q2 2026 in Review

Waverly Advisors opened a new position in VictoryShares US 500 Volatility Wtd ETF (CFA) in Q2 2026: 4,343 shares worth $429K. The stake represents ﹤0.01% of the portfolio and ranks #1248 among its holdings.

81 funds tracked by Wall St. Rank hold CFA as of Q2 2026.

Waverly Advisors held 4,343 shares of VictoryShares US 500 Volatility Wtd ETF worth $429K as of Q2 2026.
VictoryShares US 500 Volatility Wtd ETF was a new Waverly Advisors position in Q2 2026.
VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1248 holding.
81 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.