Measured Wealth Private Client Group’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Measured Wealth Private Client 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	$29.4K	Hold	395	–	–	0.01%	413
2026 Q1	$28.2K	Hold	395	–	–	0.01%	392
2025 Q4	$26K	Hold	395	–	–	0.01%	416
2025 Q3	$26.4K	Buy	+395	New	+$25.9K	0.01%	415

Other funds holding CDC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Measured Wealth Private Client Group's CDC Position: Q2 2026 in Review

Measured Wealth Private Client Group held its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) position steady in Q2 2026 at 395 shares worth $29.4K. The position accounts for 0.01% of the portfolio, ranked #413.

Measured Wealth Private Client Group first reported a position in CDC in Q3 2025 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

Measured Wealth Private Client Group held 395 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $29.4K as of Q2 2026.
Measured Wealth Private Client Group left its VictoryShares US EQ Income Enhanced Volatility Wtd ETF share count unchanged in Q2 2026.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #413 holding.
Measured Wealth Private Client Group first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2025 and has held it in 4 quarters since.
101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.