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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
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
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

Measured Wealth Private Client Group's CDC Position: Q1 2026 in Review

Measured Wealth Private Client Group held its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) position steady in Q1 2026 at 395 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #392.

Measured Wealth Private Client Group first reported a position in CDC in Q3 2025 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold CDC as of Q1 2026.

  • Measured Wealth Private Client Group held 395 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $28.2K as of Q1 2026.
  • Measured Wealth Private Client Group left its VictoryShares US EQ Income Enhanced Volatility Wtd ETF share count unchanged in Q1 2026.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #392 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 3 quarters since.
  • 100 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.