Kestra Advisory Services’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Kestra Advisory Services’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	$1.46M	Sell	19,591 -436	-2%	-$31.7K	﹤0.01%	1560
2026 Q1	$1.43M	Buy	20,027 +675	+3%	+$47.7K	0.01%	1499
2025 Q4	$1.28M	Buy	19,352 +3,078	+19%	+$203K	0.01%	1485
2025 Q3	$1.09M	Sell	16,274 -2,047	-11%	-$134K	0.01%	1531
2025 Q2	$1.17M	Buy	18,321 +2,400	+15%	+$150K	0.01%	1385
2025 Q1	$1.05M	Sell	15,921 -2,329	-13%	-$150K	0.01%	1375
2024 Q4	$1.14M	Buy	18,250 +2,850	+19%	+$185K	0.01%	1335
2024 Q3	$1M	Sell	15,400 -2,265	-13%	-$140K	0.01%	1327
2024 Q2	$1.03M	Buy	17,665 +1,417	+9%	+$83.2K	0.01%	1299
2024 Q1	$967K	Buy	16,248 +441	+3%	+$24.9K	0.01%	1263
2023 Q4	$894K	Sell	15,807 -3,428	-18%	-$192K	0.01%	1186
2023 Q3	$1.07M	Sell	19,235 -8,380	-30%	-$477K	0.01%	959
2023 Q2	$1.59M	Sell	27,615 -2,788	-9%	-$164K	0.02%	771
2023 Q1	$1.84M	Sell	30,403 -4,102	-12%	-$257K	0.02%	681
2022 Q4	$2.14M	Sell	34,505 -27,358	-44%	-$1.71M	0.02%	716
2022 Q3	$3.67M	Sell	61,863 -59,158	-49%	-$3.93M	0.04%	459
2022 Q2	$8M	Buy	121,021 +94,623	+358%	+$6.61M	0.08%	256
2022 Q1	$1.9M	Buy	26,398 +729	+3%	+$51.1K	0.02%	699
2021 Q4	$1.79M	Buy	25,669 +379	+1%	+$25.5K	0.02%	724
2021 Q3	$1.63M	Buy	25,290 +155	+0.6%	+$10.2K	0.02%	794
2021 Q2	$1.62M	Buy	25,135 +38	+0.2%	+$2.47K	0.02%	731
2021 Q1	$1.56M	Sell	25,097 -6,313	-20%	-$364K	0.02%	679
2020 Q4	$1.67M	Buy	31,410 +4,002	+15%	+$205K	0.02%	651
2020 Q3	$1.3M	Buy	+27,408	New	+$1.31M	0.02%	549

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

Kestra Advisory Services's CDC Position: Q2 2026 in Review

Kestra Advisory Services reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 2.2% in Q2 2026, selling an estimated $31.7K and leaving 19,591 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Kestra Advisory Services first reported a position in CDC in Q3 2020 and has held it in 24 quarters since. The position peaked at $8M in Q2 2022. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

Kestra Advisory Services held 19,591 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $1.46M as of Q2 2026.
Kestra Advisory Services sold 436 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $31.7K.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1560 holding.
Kestra Advisory Services first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $8M in Q2 2022.
101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.