Western Wealth Management’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Western Wealth Management’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
2026 Q1	$205K	Hold	2,771	–	–	0.01%	913
2025 Q4	$205K	Hold	2,771	–	–	0.01%	802
2025 Q3	$204K	Buy	+2,771	New	+$201K	0.01%	734
2023 Q4	–	Sell	-3,486	Closed	-$205K	–	697
2023 Q3	$205K	Sell	3,486 -100	-3%	-$6.15K	0.02%	607
2023 Q2	$221K	Hold	3,586	–	–	0.02%	592
2023 Q1	$223K	Hold	3,586	–	–	0.02%	584
2022 Q4	$230K	Sell	3,586 -3,586	-50%	-$237K	0.02%	538
2022 Q3	$459K	Hold	7,172	–	–	0.03%	513
2022 Q2	$459K	Hold	7,172	–	–	0.03%	497
2022 Q1	$532K	Buy	7,172 +3,159	+79%	+$231K	0.03%	513
2021 Q4	$312K	Buy	+4,013	New	+$301K	0.03%	456
2021 Q2	$286K	Hold	4,013	–	–	0.03%	507
2021 Q1	$270K	Sell	4,013 -2,786	-41%	-$180K	0.04%	431
2020 Q4	$424K	Sell	6,799 -342	-5%	-$20.1K	0.06%	284
2020 Q3	$389K	Sell	7,141 -2,008	-22%	-$108K	0.06%	286
2020 Q2	$475K	Sell	9,149 -544	-6%	-$27.4K	0.09%	237
2020 Q1	$453K	Sell	9,693 -47,056	-83%	-$2.39M	0.1%	199
2019 Q4	$2.89M	Buy	56,749 +44,839	+376%	+$2.27M	0.44%	49
2019 Q3	$589K	Sell	11,910 -277,108	-96%	-$13.6M	0.12%	191
2019 Q2	$13.5M	Buy	289,018 +271,557	+1,555%	+$13M	1.78%	17
2019 Q1	$820K	Buy	17,461 +3,357	+24%	+$153K	0.18%	132
2018 Q4	$622K	Buy	+14,104	New	+$671K	0.17%	152

Other funds holding CFO

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Western Wealth Management's CFO Position: Q1 2026 in Review

Western Wealth Management held its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) position steady in Q1 2026 at 2,771 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #913.

Western Wealth Management first reported a position in CFO in Q4 2018 and has held it in 22 quarters since. The position peaked at $13.5M in Q2 2019. 67 funds tracked by Wall St. Rank hold CFO as of Q1 2026.

Western Wealth Management held 2,771 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $205K as of Q1 2026.
Western Wealth Management left its VictoryShares US 500 Enhanced Volatility Wtd ETF share count unchanged in Q1 2026.
VictoryShares US 500 Enhanced Volatility Wtd ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #913 holding.
Western Wealth Management first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2018 and has held it in 22 quarters since.
Western Wealth Management's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $13.5M in Q2 2019.
67 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.