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Integrated Wealth Concepts’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Integrated Wealth Concepts’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 		$15.7M Buy
211,394
+101,294
+92% +$7.37M 0.08% 243
2026
Q1 		$7.86M Buy
110,100
+2,636
+2% +$186K 0.06% 289
2025
Q4 		$7.08M Sell
107,464
-2,482
-2% -$164K 0.08% 220
2025
Q3 		$7.34M Sell
109,946
-3,448
-3% -$226K 0.07% 281
2025
Q2 		$7.22M Sell
113,394
-3,137
-3% -$196K 0.07% 262
2025
Q1 		$7.66M Sell
116,531
-6,161
-5% -$397K 0.09% 225
2024
Q4 		$7.68M Buy
122,692
+2,519
+2% +$164K 0.09% 216
2024
Q3 		$7.81M Sell
120,173
-8,514
-7% -$527K 0.1% 204
2024
Q2 		$7.54M Sell
128,687
-11,426
-8% -$671K 0.1% 202
2024
Q1 		$8.34M Sell
140,113
-8,097
-5% -$458K 0.12% 186
2023
Q4 		$8.38M Sell
148,210
-10,297
-6% -$575K 0.14% 166
2023
Q3 		$8.85M Sell
158,507
-1,314
-0.8% -$74.7K 0.16% 152
2023
Q2 		$9.21M Buy
159,821
+3,104
+2% +$183K 0.16% 147
2023
Q1 		$9.5M Sell
156,717
-2,782
-2% -$174K 0.2% 119
2022
Q4 		$9.9M Buy
159,499
+4,203
+3% +$263K 0.27% 79
2022
Q3 		$9.22M Buy
155,296
+2,376
+2% +$158K 0.29% 72
2022
Q2 		$10.1M Buy
152,920
+4,040
+3% +$282K 0.31% 71
2022
Q1 		$10.7M Buy
148,880
+6,827
+5% +$478K 0.33% 66
2021
Q4 		$9.89M Buy
142,053
+1,709
+1% +$115K 0.29% 72
2021
Q3 		$9.03M Sell
140,344
-8,699
-6% -$570K 0.29% 73
2021
Q2 		$9.63M Sell
149,043
-2,479
-2% -$161K 0.34% 64
2021
Q1 		$9.44M Sell
151,522
-9,400
-6% -$543K 0.39% 56
2020
Q4 		$8.66M Sell
160,922
-9,466
-6% -$484K 0.41% 57
2020
Q3 		$8.08M Sell
170,388
-13,239
-7% -$632K 0.5% 47
2020
Q2 		$8.55M Sell
183,627
-51,229
-22% -$2.34M 0.62% 45
2020
Q1 		$9.72M Sell
234,856
-35,937
-13% -$1.65M 0.9% 33
2019
Q4 		$13.3M Buy
270,793
+729
+0.3% +$34.6K 1.12% 26
2019
Q3 		$12.6M Sell
270,064
-1,545
-0.6% -$70.3K 1.41% 15
2019
Q2 		$12.1M Buy
271,609
+2,864
+1% +$129K 1.59% 13
2019
Q1 		$12M Buy
268,745
+5,434
+2% +$237K 2.03% 8
2018
Q4 		$11.1M Buy
263,311
+15,633
+6% +$710K 3.03% 3
2018
Q3 		$11.7M Buy
247,678
+11,887
+5% +$565K 3.55% 3
2018
Q2 		$10.9M Buy
235,791
+4,403
+2% +$201K 3.71% 3
2018
Q1 		$10.3M Buy
231,388
+21,628
+10% +$1M 4.13% 3
2017
Q4 		$9.83M Buy
+209,760
New +$9.56M 4.2% 3

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

Integrated Wealth Concepts's CDC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 92% in Q2 2026, buying an estimated $7.37M and bringing the position to 211,394 shares worth $15.7M. The position accounts for 0.08% of the portfolio, ranked #243.

Integrated Wealth Concepts first reported a position in CDC in Q4 2017 and has held it in 35 quarters since. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

  • Integrated Wealth Concepts held 211,394 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $15.7M as of Q2 2026.
  • Integrated Wealth Concepts bought 101,294 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $7.37M.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.08% of Integrated Wealth Concepts's portfolio in Q2 2026, its #243 holding.
  • Integrated Wealth Concepts first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2017 and has held it in 35 quarters since.
  • 101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

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