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 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 $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Newbridge Financial Services Group's CDC Position: Q1 2026 in Review

Newbridge Financial Services Group held its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) position steady in Q1 2026 at 200 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Newbridge Financial Services Group first reported a position in CDC in Q3 2022 and has held it in 15 quarters since. The position peaked at $59.6K in Q4 2022. 100 funds tracked by Wall St. Rank hold CDC as of Q1 2026.

Newbridge Financial Services Group held 200 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $14.3K as of Q1 2026.
Newbridge Financial Services 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 Newbridge Financial Services Group's portfolio in Q1 2026, its #722 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 15 quarters since.
Newbridge Financial Services Group's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $59.6K in Q4 2022.
100 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.