Newbridge Financial Services Group’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Newbridge Financial Services 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	$14.3K	Hold	200	–	–	﹤0.01%	782
2026 Q2	$14.9K	Hold	200	–	–	﹤0.01%	780
2026 Q1	$14.3K	Hold	200	–	–	﹤0.01%	722
2025 Q4	$13.2K	Hold	200	–	–	﹤0.01%	741
2025 Q3	$13.3K	Hold	200	–	–	﹤0.01%	842
2025 Q2	$12.7K	Hold	200	–	–	﹤0.01%	827
2025 Q1	$13.1K	Hold	200	–	–	﹤0.01%	634
2024 Q4	$12.5K	Hold	200	–	–	﹤0.01%	693
2024 Q3	$13K	Hold	200	–	–	﹤0.01%	403
2024 Q2	$11.7K	Hold	200	–	–	﹤0.01%	679
2024 Q1	$11.9K	Sell	200 -400	-67%	-$22.6K	0.01%	726
2023 Q4	$33.9K	Hold	600	–	–	0.02%	479
2023 Q3	$33.5K	Sell	600 -360	-38%	-$20.5K	0.02%	521
2023 Q2	$55.3K	Hold	960	–	–	0.03%	429
2023 Q1	$58.2K	Hold	960	–	–	0.03%	426
2022 Q4	$59.6K	Hold	960	–	–	0.03%	415
2022 Q3	$57K	Buy	+960	New	+$63.8K	0.03%	422

Other funds holding CDC

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Atlantic Family Wealth Coral Gables, Florida $156M AUM 14.54% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Newbridge Financial Services Group's CDC Position: Q3 2026 in Review

Newbridge Financial Services Group held its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) position steady in Q3 2026 at 200 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Newbridge Financial Services Group first reported a position in CDC in Q3 2022 and has held it in 17 quarters since. The position peaked at $59.6K in Q4 2022. 84 funds tracked by Wall St. Rank hold CDC as of Q3 2026.

Newbridge Financial Services Group held 200 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $14.3K as of Q3 2026.
Newbridge Financial Services Group left its VictoryShares US EQ Income Enhanced Volatility Wtd ETF share count unchanged in Q3 2026.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #782 holding.
Newbridge Financial Services Group first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2022 and has held it in 17 quarters since.
Newbridge Financial Services Group's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $59.6K in Q4 2022.
84 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.