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Wedbush Securities’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Wedbush Securities’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
2025
Q1 		– Sell
-2,435
Closed -$207K – 1121
2024
Q4 		$207K Hold
2,435
– – 0.01% 1015
2024
Q3 		$210K Sell
2,435
-964
-28% -$79.2K 0.01% 973
2024
Q2 		$270K Hold
3,399
– – 0.01% 910
2024
Q1 		$277K Buy
3,399
+166
+5% +$12.8K 0.01% 918
2023
Q4 		$241K Sell
3,233
-111
-3% -$7.74K 0.01% 869
2023
Q3 		$228K Buy
3,344
+2
+0.1% +$142 0.01% 856
2023
Q2 		$238K Buy
3,342
+2
+0.1% +$137 0.01% 857
2023
Q1 		$230K Buy
3,340
+1
+0% +$69 0.01% 876
2022
Q4 		$226K Sell
3,339
-96
-3% -$6.43K 0.01% 853
2022
Q3 		$209K Buy
3,435
+12
+0.4% +$805 0.01% 882
2022
Q2 		$220K Buy
3,423
+2
+0.1% +$138 0.01% 894
2022
Q1 		$253K Buy
3,421
+2
+0.1% +$146 0.01% 880
2021
Q4 		$266K Buy
3,419
+167
+5% +$12.5K 0.01% 925
2021
Q3 		$231K Sell
3,252
-213
-6% -$15.6K 0.01% 993
2021
Q2 		$247K Sell
3,465
-14
-0.4% -$985 0.01% 961
2021
Q1 		$233K Buy
3,479
+1
+0% +$65 0.01% 926
2020
Q4 		$217K Buy
+3,478
New +$204K 0.02% 759
2020
Q1 		– Sell
-4,546
Closed -$256K – 900
2019
Q4 		$256K Buy
4,546
+3
+0.1% +$163 0.02% 739
2019
Q3 		$240K Sell
4,543
-530
-10% -$27.8K 0.02% 740
2019
Q2 		$266K Buy
+5,073
New +$260K 0.03% 689
2018
Q3 		– Sell
-6,007
Closed -$297K – 906
2018
Q2 		$297K Buy
6,007
+107
+2% +$5.29K 0.04% 559
2018
Q1 		$288K Buy
+5,900
New +$294K 0.04% 542

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
UBS Group
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
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wedbush Securities's CFA Position: Q1 2025 in Review

Wedbush Securities sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2025, closing a stake of 2,435 shares — an estimated $207K sold.

Wedbush Securities first reported a position in CFA in Q1 2018 and held it in 22 quarters. The position peaked at $297K in Q2 2018. 65 funds tracked by Wall St. Rank hold CFA as of Q1 2025.

  • Wedbush Securities reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q1 2025 after selling out during the quarter.
  • Wedbush Securities sold 2,435 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2025, an estimated $207K.
  • Wedbush Securities first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2018 and held it in 22 quarters.
  • Wedbush Securities's VictoryShares US 500 Volatility Wtd ETF position peaked at $297K in Q2 2018.
  • 65 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2025.

Based on Wedbush Securities's 13F filing for Q1 2025, filed 6 May 2025.