MCC
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Money Concepts Capital’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Money Concepts Capital’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 		$917K Sell
12,334
-7,217
-37% -$525K 0.04% 323
2026
Q1 		$1.4M Sell
19,551
-6,403
-25% -$452K 0.08% 234
2025
Q4 		$1.71M Sell
25,954
-24,336
-48% -$1.61M 0.1% 195
2025
Q3 		$3.36M Sell
50,290
-1,260
-2% -$82.5K 0.21% 102
2025
Q2 		$3.28M Sell
51,550
-3,911
-7% -$244K 0.22% 97
2025
Q1 		$3.64M Sell
55,461
-204
-0.4% -$13.1K 0.27% 81
2024
Q4 		$3.48M Sell
55,665
-2,047
-4% -$133K 0.26% 84
2024
Q3 		$3.75M Sell
57,712
-11,516
-17% -$713K 0.28% 77
2024
Q2 		$4.05M Sell
69,228
-12,507
-15% -$734K 0.34% 69
2024
Q1 		$4.87M Sell
81,735
-16,323
-17% -$923K 0.45% 60
2023
Q4 		$5.55M Sell
98,058
-10,607
-10% -$593K 0.51% 57
2023
Q3 		$6.07M Sell
108,665
-607
-0.6% -$34.5K 0.64% 49
2023
Q2 		$6.29M Sell
109,272
-168,201
-61% -$9.9M 0.64% 47
2023
Q1 		$3.18M Buy
277,473
+121,522
+78% +$7.6M 0.18% 108
2022
Q4 		$9.68M Buy
155,951
+89,192
+134% +$5.57M 0.43% 55
2022
Q3 		$3.96M Sell
66,759
-649
-1% -$43.1K 0.23% 84
2022
Q2 		$4.51M Sell
67,408
-90,025
-57% -$6.29M 0.4% 56
2022
Q1 		$11.3M Buy
157,433
+98,341
+166% +$6.89M 0.64% 28
2021
Q4 		$4.11M Buy
+59,092
New +$3.97M 0.35% 66
2021
Q1 		$632K Buy
10,145
+7,812
+335% +$451K 0.05% 277
2020
Q4 		$126K Buy
+2,333
New +$119K 0.01% 450

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

Money Concepts Capital's CDC Position: Q2 2026 in Review

Money Concepts Capital reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 37% in Q2 2026, selling an estimated $525K and leaving 12,334 shares worth $917K. The position accounts for 0.04% of the portfolio, ranked #323.

Money Concepts Capital first reported a position in CDC in Q4 2020 and has held it in 21 quarters since. The position peaked at $11.3M in Q1 2022. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

  • Money Concepts Capital held 12,334 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $917K as of Q2 2026.
  • Money Concepts Capital sold 7,217 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $525K.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.04% of Money Concepts Capital's portfolio in Q2 2026, its #323 holding.
  • Money Concepts Capital first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $11.3M in Q1 2022.
  • 101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.