Wealth Enhancement Advisory Services’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$829K	Hold	8,500	–	–	﹤0.01%	2337
2026 Q2	$845K	Hold	8,500	–	–	﹤0.01%	2202
2026 Q1	$782K	Buy	+8,500	New	+$797K	﹤0.01%	1971

Other funds holding CFA

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services's CFA Position: Q3 2026 in Review

Wealth Enhancement Advisory Services held its VictoryShares US 500 Volatility Wtd ETF (CFA) position steady in Q3 2026 at 8,500 shares worth $829K. The position accounts for ﹤0.01% of the portfolio, ranked #2337.

Wealth Enhancement Advisory Services first reported a position in CFA in Q1 2026 and has held it in 3 quarters since. The position peaked at $845K in Q2 2026. 71 funds tracked by Wall St. Rank hold CFA as of Q3 2026.

Wealth Enhancement Advisory Services held 8,500 shares of VictoryShares US 500 Volatility Wtd ETF worth $829K as of Q3 2026.
Wealth Enhancement Advisory Services left its VictoryShares US 500 Volatility Wtd ETF share count unchanged in Q3 2026.
VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2337 holding.
Wealth Enhancement Advisory Services first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2026 and has held it in 3 quarters since.
Wealth Enhancement Advisory Services's VictoryShares US 500 Volatility Wtd ETF position peaked at $845K in Q2 2026.
71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.