Mather Group
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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
Q3 		$2.41M Sell
33,668
-358
-1% -$27.2K 0.02% 248
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

Garrett Wealth Advisory Group
Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Salus Financial Advisors
Salus Financial Advisors Colorado Springs, Colorado $210M AUM 12% 1-Year Est. Return
Smith Thornton Advisors
Smith Thornton Advisors Huntsville, Alabama $229M AUM 13.71% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Mather Group's CDC Position: Q3 2026 in Review

Mather Group reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 1.1% in Q3 2026, selling an estimated $27.2K and leaving 33,668 shares worth $2.41M. The position accounts for 0.02% of the portfolio, ranked #248.

Mather Group first reported a position in CDC in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.24M in Q2 2022. 18 funds tracked by Wall St. Rank hold CDC as of Q3 2026.

  • Mather Group held 33,668 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $2.41M as of Q3 2026.
  • Mather Group sold 358 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q3 2026, an estimated $27.2K.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.02% of Mather Group's portfolio in Q3 2026, its #248 holding.
  • Mather Group first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2021 and has held it in 20 quarters since.
  • Mather Group's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $6.24M in Q2 2022.
  • 18 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.