CFO VICTORYSHARES U.S. 500 ENHANCED VOLATILITY WTD INDEX ETF

Ownership history in Horizons Wealth Management  ·  15 quarters on record

AI Ownership Summary

Horizons Wealth Management reported VICTORYSHARES U.S. 500 ENHANCED VOLATILITY WTD INDEX ETF (CFO) in 15 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.74% in 2023 Q3. The latest visible filing shows CFO at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CFO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Horizons Wealth Management's position in VICTORYSHARES U.S. 500 ENHANCED VOLATILITY WTD INDEX ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CFO was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Horizons Wealth Management held CFO — position size vs. price
% of Fund (quarterly)    CFO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,431 -168 -10.5% 0.07% $106K 2026-02-14 (Est.) $77.39
2025 Q3 UNCHANGED 1,599 0% 0.08% $118K 2025-10-03 $73.53
2025 Q2 UNCHANGED 1,599 0% 0.08% $114K 2025-07-07 $71.19
2025 Q1 UNCHANGED 1,599 0% 0.08% $110K 2025-04-10 $62.65
2024 Q4 UNCHANGED 1,599 0% 0.08% $110K 2025-01-07 $67.84
2024 Q3 UNCHANGED 1,599 0% 0.09% $112K 2024-10-08 $67.99
2024 Q2 REDUCED 1,599 -833 -34.3% 0.08% $105K 2024-07-22 $64.65
2024 Q1 UNCHANGED 2,432 0% 0.10% $148K 2024-04-03 $63.51
2023 Q4 REDUCED 2,432 -14,685 -85.8% 0.10% $148K 2024-01-08 $58.70
2023 Q3 REDUCED 17,117 -674 -3.8% 0.74% $1.0M 2023-10-12 $56.47
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Horizons Wealth Management and CFO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Horizons Wealth Management reported owning CFO?

Horizons Wealth Management reported CFO across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported CFO position in Horizons Wealth Management's portfolio?

The largest reported portfolio weight for CFO was 0.74% in 2023 Q3.

What is the latest reported CFO position on this page?

The most recent filing on this page is 2025 Q4, when Horizons Wealth Management reported 1,431 shares, equal to 0.07% of portfolio, with an estimated market value of $106K.

What does the chart on this CFO ownership page compare?

The chart compares Horizons Wealth Management's quarterly CFO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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