LPL Financial
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LPL Financial’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

LPL Financial’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 		$37.2M Sell
500,277
-20,061
-4% -$1.46M 0.01% 1174
2026
Q1 		$37.2M Sell
520,338
-18,505
-3% -$1.31M 0.01% 1067
2025
Q4 		$35.5M Sell
538,843
-37,044
-6% -$2.45M 0.01% 1050
2025
Q3 		$38.4M Sell
575,887
-23,632
-4% -$1.55M 0.01% 979
2025
Q2 		$38.2M Sell
599,519
-17,883
-3% -$1.12M 0.01% 905
2025
Q1 		$40.6M Sell
617,402
-61,452
-9% -$3.96M 0.02% 782
2024
Q4 		$42.5M Sell
678,854
-14,264
-2% -$926K 0.02% 734
2024
Q3 		$45M Sell
693,118
-32,468
-4% -$2.01M 0.02% 664
2024
Q2 		$42.5M Sell
725,586
-45,963
-6% -$2.7M 0.02% 623
2024
Q1 		$45.9M Sell
771,549
-327,945
-30% -$18.5M 0.02% 572
2023
Q4 		$62.2M Sell
1,099,494
-161,868
-13% -$9.05M 0.04% 429
2023
Q3 		$70.5M Sell
1,261,362
-288,059
-19% -$16.4M 0.05% 340
2023
Q2 		$89.2M Sell
1,549,421
-253,980
-14% -$14.9M 0.06% 271
2023
Q1 		$109M Sell
1,803,401
-158,781
-8% -$9.93M 0.09% 213
2022
Q4 		$122M Buy
1,962,182
+3,620
+0.2% +$226K 0.1% 187
2022
Q3 		$116M Buy
1,958,562
+186,871
+11% +$12.4M 0.11% 167
2022
Q2 		$117M Buy
1,771,691
+285,935
+19% +$20M 0.11% 167
2022
Q1 		$107M Buy
1,485,756
+180,479
+14% +$12.6M 0.09% 203
2021
Q4 		$90.8M Buy
1,305,277
+79,745
+7% +$5.36M 0.08% 240
2021
Q3 		$78.9M Buy
1,225,532
+48,497
+4% +$3.18M 0.07% 247
2021
Q2 		$76M Buy
1,177,035
+67,933
+6% +$4.42M 0.08% 236
2021
Q1 		$69.1M Buy
1,109,102
+41,001
+4% +$2.37M 0.08% 235
2020
Q4 		$57.5M Sell
1,068,101
-2,205
-0.2% -$113K 0.07% 249
2020
Q3 		$50.7M Sell
1,070,306
-2,224
-0.2% -$106K 0.08% 238
2020
Q2 		$50M Sell
1,072,530
-30,154
-3% -$1.38M 0.09% 212
2020
Q1 		$45.6M Sell
1,102,684
-435,519
-28% -$20M 0.1% 181
2019
Q4 		$75.4M Buy
1,538,203
+112,658
+8% +$5.34M 0.14% 139
2019
Q3 		$66.3M Buy
1,425,545
+24,985
+2% +$1.14M 0.14% 138
2019
Q2 		$63.8M Sell
1,400,560
-27,661
-2% -$1.24M 0.14% 138
2019
Q1 		$63.6M Sell
1,428,221
-1,883,898
-57% -$82.3M 0.14% 132
2018
Q4 		$140M Buy
3,312,119
+141,245
+4% +$6.41M 0.37% 47
2018
Q3 		$150M Buy
3,170,874
+115,112
+4% +$5.47M 0.36% 49
2018
Q2 		$142M Buy
3,055,762
+113,891
+4% +$5.21M 0.37% 49
2018
Q1 		$134M Buy
2,941,871
+170,299
+6% +$7.88M 0.37% 49
2017
Q4 		$129M Buy
2,771,572
+25,675
+0.9% +$1.17M 0.39% 49
2017
Q3 		$122M Buy
2,745,897
+164,122
+6% +$7.18M 0.43% 42
2017
Q2 		$112M Buy
2,581,775
+176,241
+7% +$7.6M 0.42% 45
2017
Q1 		$103M Buy
2,405,534
+507,886
+27% +$21.4M 0.7% 23
2016
Q4 		$78.6M Buy
1,897,648
+467,415
+33% +$18.8M 0.6% 25
2016
Q3 		$55.8M Buy
1,430,233
+558,671
+64% +$22.1M 0.53% 31
2016
Q2 		$33.6M Sell
871,562
-93,780
-10% -$3.54M 0.28% 63
2016
Q1 		$36M Buy
965,342
+147,758
+18% +$5.23M 0.1% 183
2015
Q4 		$29.6M Buy
817,584
+442,954
+118% +$15.9M 0.08% 216
2015
Q3 		$13.2M Buy
374,630
+25,423
+7% +$899K 0.07% 233
2015
Q2 		$12.5M Buy
349,207
+83,179
+31% +$3.03M 0.06% 270
2015
Q1 		$9.63M Buy
266,028
+140,223
+111% +$5.13M 0.05% 312
2014
Q4 		$4.64M Buy
125,805
+48,050
+62% +$1.72M 0.03% 516
2014
Q3 		$2.67M Buy
+77,755
New +$2.7M 0.02% 720

Other funds holding CDC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial's CDC Position: Q2 2026 in Review

LPL Financial reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 3.9% in Q2 2026, selling an estimated $1.46M and leaving 500,277 shares worth $37.2M. The position accounts for 0.01% of the portfolio, ranked #1174.

LPL Financial first reported a position in CDC in Q3 2014 and has held it in 48 quarters since. The position peaked at $150M in Q3 2018. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

  • LPL Financial held 500,277 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $37.2M as of Q2 2026.
  • LPL Financial sold 20,061 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $1.46M.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1174 holding.
  • LPL Financial first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2014 and has held it in 48 quarters since.
  • LPL Financial's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $150M in Q3 2018.
  • 101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.