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 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 $1.89T 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

Newbridge Financial Services Group's CDC Position: Q2 2026 in Review

Newbridge Financial Services Group held its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) position steady in Q2 2026 at 200 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Newbridge Financial Services Group first reported a position in CDC in Q3 2022 and has held it in 16 quarters since. The position peaked at $59.6K in Q4 2022. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

Newbridge Financial Services Group held 200 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $14.9K as of Q2 2026.
Newbridge Financial Services 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 Newbridge Financial Services Group's portfolio in Q2 2026, its #780 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 16 quarters since.
Newbridge Financial Services Group's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $59.6K in Q4 2022.
101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.