MG
CDC icon

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

Mather Group’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 		$2.64M Sell
37,016
-196
-0.5% -$13.9K 0.03% 191
2025
Q4 		$2.45M Sell
37,212
-308
-0.8% -$20.3K 0.03% 180
2025
Q3 		$2.5M Sell
37,520
-285
-0.8% -$18.7K 0.03% 179
2025
Q2 		$2.41M Sell
37,805
-321
-0.8% -$20K 0.03% 171
2025
Q1 		$2.51M Sell
38,126
-1,639
-4% -$106K 0.03% 163
2024
Q4 		$2.49M Buy
39,765
+9,586
+32% +$622K 0.03% 149
2024
Q3 		$1.96M Sell
30,179
-34,321
-53% -$2.13M 0.03% 165
2024
Q2 		$3.84M Buy
64,500
+39
+0.1% +$2.29K 0.05% 131
2024
Q1 		$3.65M Sell
64,461
-312
-0.5% -$17.6K 0.06% 112
2023
Q4 		$3.66M Sell
64,773
-6,094
-9% -$341K 0.06% 117
2023
Q3 		$3.96M Buy
70,867
+5,610
+9% +$319K 0.07% 102
2023
Q2 		$3.76M Sell
65,257
-5,380
-8% -$317K 0.06% 114
2023
Q1 		$4.28M Sell
70,637
-3,403
-5% -$213K 0.08% 89
2022
Q4 		$4.6M Sell
74,040
-92
-0.1% -$5.75K 0.09% 87
2022
Q3 		$4.4M Sell
74,132
-20,243
-21% -$1.35M 0.09% 86
2022
Q2 		$6.24M Buy
94,375
+67,461
+251% +$4.71M 0.14% 72
2022
Q1 		$1.93M Buy
26,914
+23,852
+779% +$1.67M 0.04% 115
2021
Q4 		$213K Buy
+3,062
New +$206K ﹤0.01% 371

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

Mather Group's CDC Position: Q1 2026 in Review

Mather Group reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 0.53% in Q1 2026, selling an estimated $13.9K and leaving 37,016 shares worth $2.64M. The position accounts for 0.03% of the portfolio, ranked #191.

Mather Group first reported a position in CDC in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.24M in Q2 2022. 100 funds tracked by Wall St. Rank hold CDC as of Q1 2026.

  • Mather Group held 37,016 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $2.64M as of Q1 2026.
  • Mather Group sold 196 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $13.9K.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.03% of Mather Group's portfolio in Q1 2026, its #191 holding.
  • Mather Group first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2021 and has held it in 18 quarters since.
  • Mather Group's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $6.24M in Q2 2022.
  • 100 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.