Creative Planning’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Creative Planning’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 Q1	$788K	Buy	11,035 +1,732	+19%	+$122K	﹤0.01%	2655
2025 Q4	$613K	Sell	9,303 -620	-6%	-$40.9K	﹤0.01%	2660
2025 Q3	$662K	Buy	+9,923	New	+$650K	﹤0.01%	2480
2023 Q3	–	Sell	-3,479	Closed	-$200K	–	2931
2023 Q2	$200K	Buy	+3,479	New	+$205K	﹤0.01%	2214
2022 Q3	–	Sell	-3,140	Closed	-$208K	–	2340
2022 Q2	$208K	Buy	+3,140	New	+$219K	﹤0.01%	1855
2020 Q4	–	Sell	-5,353	Closed	-$254K	–	2361
2020 Q3	$254K	Hold	5,353	–	–	﹤0.01%	1532
2020 Q2	$249K	Buy	+5,353	New	+$244K	﹤0.01%	1413

Other funds holding CDC

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

AFW

Atlantic Family Wealth Coral Gables, Florida $138M AUM 14.54% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Creative Planning's CDC Position: Q1 2026 in Review

Creative Planning increased its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 19% in Q1 2026, buying an estimated $122K and bringing the position to 11,035 shares worth $788K. The position accounts for ﹤0.01% of the portfolio, ranked #2655.

Creative Planning first reported a position in CDC in Q2 2020 and has held it in 7 quarters since. 100 funds tracked by Wall St. Rank hold CDC as of Q1 2026.

Creative Planning held 11,035 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $788K as of Q1 2026.
Creative Planning bought 1,732 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $122K.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2655 holding.
Creative Planning first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2020 and has held it in 7 quarters since.
100 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.