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 Q2	$503K	Buy	6,764 +262	+4%	+$19.1K	0.01%	1232
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 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 Private Wealth Services's CDC Position: Q2 2026 in Review

Kestra Private Wealth Services increased its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 4% in Q2 2026, buying an estimated $19.1K and bringing the position to 6,764 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #1232.

Kestra Private Wealth Services first reported a position in CDC in Q3 2020 and has held it in 24 quarters since. The position peaked at $12.8M in Q3 2022. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

Kestra Private Wealth Services held 6,764 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $503K as of Q2 2026.
Kestra Private Wealth Services bought 262 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $19.1K.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1232 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 24 quarters since.
Kestra Private Wealth Services's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $12.8M in Q3 2022.
101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

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