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

Kestra Private Wealth 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
Q1 		$464K Sell
6,502
-927
-12% -$65.5K 0.01% 1249
2025
Q4 		$490K Sell
7,429
-823
-10% -$54.3K 0.01% 1176
2025
Q3 		$551K Sell
8,252
-872
-10% -$57.1K 0.01% 1053
2025
Q2 		$581K Buy
9,124
+35
+0.4% +$2.19K 0.01% 956
2025
Q1 		$597K Buy
9,089
+527
+6% +$33.9K 0.01% 874
2024
Q4 		$536K Sell
8,562
-10,270
-55% -$667K 0.01% 892
2024
Q3 		$1.22M Sell
18,832
-2,178
-10% -$135K 0.02% 552
2024
Q2 		$1.23M Sell
21,010
-11,350
-35% -$666K 0.02% 514
2024
Q1 		$1.93M Sell
32,360
-9,257
-22% -$524K 0.04% 380
2023
Q4 		$2.35M Sell
41,617
-26,025
-38% -$1.45M 0.06% 315
2023
Q3 		$3.78M Sell
67,642
-12,546
-16% -$714K 0.12% 194
2023
Q2 		$4.62M Sell
80,188
-75,298
-48% -$4.43M 0.16% 152
2023
Q1 		$9.43M Sell
155,486
-23,292
-13% -$1.46M 0.38% 66
2022
Q4 		$11.1M Sell
178,778
-36,064
-17% -$2.25M 0.56% 32
2022
Q3 		$12.8M Buy
214,842
+25,115
+13% +$1.67M 0.74% 17
2022
Q2 		$12.5M Buy
189,727
+24,720
+15% +$1.73M 0.72% 16
2022
Q1 		$11.9M Buy
165,007
+29,784
+22% +$2.09M 0.59% 25
2021
Q4 		$9.41M Buy
135,223
+48,312
+56% +$3.25M 0.45% 42
2021
Q3 		$5.59M Buy
86,911
+53,474
+160% +$3.5M 0.31% 70
2021
Q2 		$2.16M Buy
33,437
+12,608
+61% +$820K 0.13% 172
2021
Q1 		$1.3M Buy
20,829
+4,086
+24% +$236K 0.09% 241
2020
Q4 		$892K Buy
16,743
+9,660
+136% +$494K 0.07% 301
2020
Q3 		$336K Buy
+7,083
New +$338K 0.03% 465

Other funds holding CDC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kestra Private Wealth Services's CDC Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 12% in Q1 2026, selling an estimated $65.5K and leaving 6,502 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #1249.

Kestra Private Wealth Services first reported a position in CDC in Q3 2020 and has held it in 23 quarters since. The position peaked at $12.8M in Q3 2022. 100 funds tracked by Wall St. Rank hold CDC as of Q1 2026.

  • Kestra Private Wealth Services held 6,502 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $464K as of Q1 2026.
  • Kestra Private Wealth Services sold 927 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $65.5K.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1249 holding.
  • Kestra Private Wealth Services first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $12.8M in Q3 2022.
  • 100 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.