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IFP Advisors’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

IFP Advisors’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 		$238K Sell
3,197
-351
-10% -$25.5K ﹤0.01% 1418
2026
Q1 		$253K Hold
3,548
– – 0.01% 1265
2025
Q4 		$234K Sell
3,548
-97
-3% -$6.4K 0.01% 1288
2025
Q3 		$243K Sell
3,645
-2
-0.1% -$131 0.01% 1192
2025
Q2 		$232K Sell
3,647
-162
-4% -$10.1K 0.01% 1197
2025
Q1 		$250K Hold
3,809
– – 0.01% 1075
2024
Q4 		$238K Sell
3,809
-1,576
-29% -$102K 0.01% 1046
2024
Q3 		$350K Buy
5,385
+1,369
+34% +$84.8K 0.01% 835
2024
Q2 		$235K Hold
4,016
– – 0.01% 963
2024
Q1 		$239K Sell
4,016
-840
-17% -$47.5K 0.01% 914
2023
Q4 		$275K Sell
4,856
-97,649
-95% -$5.46M 0.01% 815
2023
Q3 		$5.73M Sell
102,505
-2,130
-2% -$121K 0.26% 85
2023
Q2 		$6.03M Sell
104,635
-69,694
-40% -$4.1M 0.25% 83
2023
Q1 		$7.99M Sell
174,329
-48,920
-22% -$3.06M 0.35% 54
2022
Q4 		$10.3M Buy
223,249
+619
+0.3% +$38.7K 0.28% 75
2022
Q3 		$10.3M Buy
222,630
+140,330
+171% +$9.32M 0.27% 75
2022
Q2 		$3.81M Hold
82,300
– – 0.12% 183
2022
Q1 		$3.81M Buy
82,300
+19,771
+32% +$1.39M 0.12% 183
2021
Q4 		$4.35M Buy
62,529
+608
+1% +$40.9K 0.09% 140
2021
Q3 		$3.98M Buy
61,921
+16,840
+37% +$1.1M 0.08% 150
2021
Q2 		$2.91M Sell
45,081
-936
-2% -$60.9K 0.06% 184
2021
Q1 		$2.86M Sell
46,017
-13,649
-23% -$788K 0.06% 167
2020
Q4 		$3.21M Sell
59,666
-2,885
-5% -$148K 0.13% 135
2020
Q3 		$2.96M Sell
62,551
-1,680
-3% -$80.2K 0.18% 117
2020
Q2 		$2.96M Sell
64,231
-5,697
-8% -$260K 0.23% 86
2020
Q1 		$2.9M Sell
69,928
-4,189
-6% -$192K 0.29% 75
2019
Q4 		$3.63M Sell
74,117
-25,497
-26% -$1.21M 0.27% 87
2019
Q3 		$4.62M Buy
+99,614
New +$4.53M 0.31% 74
2019
Q1 		$2.8M Sell
62,978
-41,687
-40% -$1.82M 0.38% 50
2018
Q4 		$4.42M Buy
104,665
+3,229
+3% +$147K 0.27% 83
2018
Q3 		$4.8M Buy
101,436
+17,051
+20% +$810K 0.2% 116
2018
Q2 		$3.91M Buy
84,385
+8,954
+12% +$410K 0.16% 147
2018
Q1 		$3.5M Hold
75,431
– – 0.16% 148
2017
Q4 		$3.5M Buy
75,431
+2,818
+4% +$128K 0.16% 148
2017
Q3 		$3.22M Buy
72,613
+867
+1% +$37.9K 0.13% 180
2017
Q2 		$3.11M Buy
71,746
+1,718
+2% +$74.1K 0.13% 176
2017
Q1 		$3M Buy
70,028
+23,720
+51% +$1M 0.13% 176
2016
Q4 		$1.91M Sell
46,308
-3,266
-7% -$131K 0.09% 238
2016
Q3 		$1.97M Buy
49,574
+15,320
+45% +$605K 0.1% 224
2016
Q2 		$1.32M Sell
34,254
-28,724
-46% -$1.08M 0.07% 295
2016
Q1 		$2.8M Buy
62,978
+29,752
+90% +$1.05M 0.38% 50
2015
Q4 		$1.2M Buy
+33,226
New +$1.19M 0.08% 264

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

IFP Advisors's CDC Position: Q2 2026 in Review

IFP Advisors reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 9.9% in Q2 2026, selling an estimated $25.5K and leaving 3,197 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

IFP Advisors first reported a position in CDC in Q4 2015 and has held it in 42 quarters since. The position peaked at $10.3M in Q4 2022. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

  • IFP Advisors held 3,197 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $238K as of Q2 2026.
  • IFP Advisors sold 351 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $25.5K.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1418 holding.
  • IFP Advisors first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $10.3M in Q4 2022.
  • 101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.