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

KPP 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	$620K	Sell	8,334 -283	-3%	-$20.6K	0.08%	197
2026 Q1	$616K	Sell	8,617 -4,701	-35%	-$332K	0.09%	186
2025 Q4	$878K	Sell	13,318 -5,515	-29%	-$364K	0.13%	147
2025 Q3	$1.26M	Sell	18,833 -6,374	-25%	-$418K	0.19%	115
2025 Q2	$1.61M	Sell	25,207 -471	-2%	-$29.4K	0.26%	87
2025 Q1	$1.69M	Buy	+25,678	New	+$1.65M	0.32%	77
2024 Q4	–	Sell	-3,225	Closed	-$210K	–	261
2024 Q3	$210K	Sell	3,225 -3,450	-52%	-$214K	0.05%	243
2024 Q2	$391K	Sell	6,675 -254	-4%	-$14.9K	0.1%	152
2024 Q1	$413K	Buy	+6,929	New	+$392K	0.11%	142
2023 Q4	–	Sell	-28,793	Closed	-$1.61M	–	133
2023 Q3	$1.61M	Buy	+28,793	New	+$1.64M	0.53%	47

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

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

KPP Advisory Services reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 3.3% in Q2 2026, selling an estimated $20.6K and leaving 8,334 shares worth $620K. The position accounts for 0.08% of the portfolio, ranked #197.

KPP Advisory Services first reported a position in CDC in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.69M in Q1 2025. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

KPP Advisory Services held 8,334 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $620K as of Q2 2026.
KPP Advisory Services sold 283 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $20.6K.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.08% of KPP Advisory Services's portfolio in Q2 2026, its #197 holding.
KPP Advisory Services first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2023 and has held it in 10 quarters since.
KPP Advisory Services's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $1.69M in Q1 2025.
101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.