Atlantic Family Wealth’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Atlantic Family Wealth’s Portfolio CDC Stock Details CDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.6M	Buy	384,423 +3,178	+0.8%	+$231K	18.29%	3
2026 Q1	$27.2M	Sell	381,245 -4,244	-1%	-$300K	19.67%	3
2025 Q4	$25.4M	Buy	385,489 +1,802	+0.5%	+$119K	19.18%	3
2025 Q3	$25.6M	Buy	383,687 +9,082	+2%	+$595K	19.79%	3
2025 Q2	$23.9M	Buy	374,605 +4,036	+1%	+$252K	20.76%	3
2025 Q1	$24.3M	Buy	370,569 +330,763	+831%	+$21.3M	22.36%	3
2024 Q4	$2.49M	Buy	+39,806	New	+$2.58M	2.95%	6

Other funds holding CDC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atlantic Family Wealth's CDC Position: Q2 2026 in Review

Atlantic Family Wealth increased its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 0.83% in Q2 2026, buying an estimated $231K and bringing the position to 384,423 shares worth $28.6M. The position accounts for 18.29% of the portfolio, ranked #3.

Atlantic Family Wealth first reported a position in CDC in Q4 2024 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

Atlantic Family Wealth held 384,423 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $28.6M as of Q2 2026.
Atlantic Family Wealth bought 3,178 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $231K.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 18.29% of Atlantic Family Wealth's portfolio in Q2 2026, its #3 holding.
Atlantic Family Wealth first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2024 and has held it in 7 quarters since.
101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.