Corient Private Wealth
CDC icon

Corient Private Wealth’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Corient Private 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 		$226K Buy
3,041
+25
+0.8% +$1.82K ﹤0.01% 2740
2026
Q1 		$215K Buy
+3,016
New +$213K ﹤0.01% 2519

Other funds holding CDC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
AFW
Atlantic Family Wealth Coral Gables, Florida $156M AUM 21.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
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

Corient Private Wealth's CDC Position: Q2 2026 in Review

Corient Private Wealth increased its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 0.83% in Q2 2026, buying an estimated $1.82K and bringing the position to 3,041 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #2740.

Corient Private Wealth first reported a position in CDC in Q1 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

  • Corient Private Wealth held 3,041 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $226K as of Q2 2026.
  • Corient Private Wealth bought 25 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $1.82K.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2740 holding.
  • Corient Private Wealth first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2026 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.