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

Mariner’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	$445K	Buy	6,224 +35	+0.6%	+$2.47K	﹤0.01%	2576
2025 Q4	$408K	Buy	6,189 +47	+0.8%	+$3.1K	﹤0.01%	2598
2025 Q3	$410K	Buy	6,142 +34	+0.6%	+$2.23K	﹤0.01%	2584
2025 Q2	$389K	Buy	6,108 +36	+0.6%	+$2.25K	﹤0.01%	2520
2025 Q1	$399K	Sell	6,072 -3,651	-38%	-$235K	﹤0.01%	2386
2024 Q4	$608K	Buy	9,723 +24	+0.2%	+$1.56K	﹤0.01%	2023
2024 Q3	$630K	Buy	9,699 +146	+2%	+$9.04K	﹤0.01%	1952
2024 Q2	$559K	Sell	9,553 -1,700	-15%	-$99.8K	﹤0.01%	1968
2024 Q1	$670K	Buy	11,253 +797	+8%	+$45.1K	﹤0.01%	1812
2023 Q4	$592K	Buy	+10,456	New	+$584K	﹤0.01%	1837
2023 Q1	–	Sell	-10,111	Closed	-$628K	–	2801
2022 Q4	$628K	Buy	+10,111	New	+$632K	﹤0.01%	1510

Other funds holding CDC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner's CDC Position: Q1 2026 in Review

Mariner increased its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 0.57% in Q1 2026, buying an estimated $2.47K and bringing the position to 6,224 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #2576.

Mariner first reported a position in CDC in Q4 2022 and has held it in 11 quarters since. The position peaked at $670K in Q1 2024. 100 funds tracked by Wall St. Rank hold CDC as of Q1 2026.

Mariner held 6,224 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $445K as of Q1 2026.
Mariner bought 35 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $2.47K.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2576 holding.
Mariner first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2022 and has held it in 11 quarters since.
Mariner's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $670K in Q1 2024.
100 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.