Keel Point’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Keel Point’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	$200K	Buy	+2,692	New	+$196K	0.01%	498
2025 Q4	–	Sell	-3,097	Closed	-$207K	–	544
2025 Q3	$207K	Buy	+3,097	New	+$203K	0.01%	495
2025 Q2	–	Sell	-3,093	Closed	-$203K	–	516
2025 Q1	$203K	Buy	+3,093	New	+$199K	0.02%	449
2024 Q4	–	Sell	-3,091	Closed	-$201K	–	441
2024 Q3	$201K	Buy	+3,091	New	+$191K	0.02%	425
2024 Q2	–	Sell	-4,693	Closed	-$279K	–	443
2024 Q1	$279K	Sell	4,693 -123	-3%	-$6.96K	0.03%	298
2023 Q4	$272K	Sell	4,816 -291	-6%	-$16.3K	0.03%	270
2023 Q3	$285K	Sell	5,107 -543	-10%	-$30.9K	0.04%	246
2023 Q2	$325K	Buy	+5,650	New	+$332K	0.04%	240
2022 Q2	–	Sell	-3,750	Closed	-$269K	–	267
2022 Q1	$269K	Buy	+3,750	New	+$263K	0.04%	214
2021 Q4	–	Sell	-3,998	Closed	-$257K	–	277
2021 Q3	$257K	Buy	+3,998	New	+$262K	0.03%	221

Other funds holding CDC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Keel Point's CDC Position: Q2 2026 in Review

Keel Point opened a new position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2026: 2,692 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #498 among its holdings. This is a return to the name: Keel Point previously reported a position in CDC as recently as Q3 2025.

Keel Point first reported a position in CDC in Q3 2021 and has held it in 10 quarters since. The position peaked at $325K in Q2 2023. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

Keel Point held 2,692 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $200K as of Q2 2026.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF was a new Keel Point position in Q2 2026.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.01% of Keel Point's portfolio in Q2 2026, its #498 holding.
Keel Point first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2021 and has held it in 10 quarters since.
Keel Point's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $325K in Q2 2023.
101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.