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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
Q2 		$2.53M Sell
34,026
-2,990
-8% -$218K 0.02% 238
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 $1.89T 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
LPL Financial
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
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

Mather Group's CDC Position: Q2 2026 in Review

Mather Group reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 8.1% in Q2 2026, selling an estimated $218K and leaving 34,026 shares worth $2.53M. The position accounts for 0.02% of the portfolio, ranked #238.

Mather Group first reported a position in CDC in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.24M in Q2 2022. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

  • Mather Group held 34,026 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $2.53M as of Q2 2026.
  • Mather Group sold 2,990 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $218K.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.02% of Mather Group's portfolio in Q2 2026, its #238 holding.
  • Mather Group first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2021 and has held it in 19 quarters since.
  • Mather Group's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $6.24M in Q2 2022.
  • 101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.