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Brinker Capital Investments’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Brinker Capital Investments’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
2023
Q2 		– Sell
-36,291
Closed -$2.2M – 1628
2023
Q1 		$2.2M Buy
+36,291
New +$2.27M 0.03% 554

Other funds holding CDC

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brinker Capital Investments's CDC Position: Q2 2023 in Review

Brinker Capital Investments sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2023, closing a stake of 36,291 shares — an estimated $2.2M sold.

Brinker Capital Investments first reported a position in CDC in Q1 2023 and held it in 1 quarter. The position peaked at $2.2M in Q1 2023. 132 funds tracked by Wall St. Rank hold CDC as of Q2 2023.

  • Brinker Capital Investments reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q2 2023 after selling out during the quarter.
  • Brinker Capital Investments sold 36,291 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2023, an estimated $2.2M.
  • Brinker Capital Investments first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2023 and held it in 1 quarter.
  • Brinker Capital Investments's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $2.2M in Q1 2023.
  • 132 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2023.

Based on Brinker Capital Investments's 13F filing for Q2 2023, filed 31 Jul 2025.