Operose Advisors’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Operose Advisors’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	$6.54K	Sell	88 -48	-35%	-$3.49K	﹤0.01%	426
2026 Q1	$9.71K	Hold	136	–	–	﹤0.01%	413
2025 Q4	$8.96K	Hold	136	–	–	﹤0.01%	382
2025 Q3	$9.08K	Hold	136	–	–	﹤0.01%	366
2025 Q2	$8.66K	Hold	136	–	–	﹤0.01%	343
2025 Q1	$8.94K	Hold	136	–	–	﹤0.01%	326
2024 Q4	$8.51K	Hold	136	–	–	﹤0.01%	314
2024 Q3	$8.84K	Hold	136	–	–	﹤0.01%	507
2024 Q2	$7.96K	Hold	136	–	–	﹤0.01%	469
2024 Q1	$8.1K	Sell	136 -16,450	-99%	-$930K	﹤0.01%	506
2023 Q4	$938K	Buy	16,586 +16,450	+12,096%	+$919K	0.38%	29
2023 Q3	$7.6K	Hold	136	–	–	﹤0.01%	616
2023 Q2	$7.83K	Hold	136	–	–	﹤0.01%	292
2023 Q1	$8.24K	Hold	136	–	–	﹤0.01%	275
2022 Q4	$8.44K	Hold	136	–	–	﹤0.01%	292
2022 Q3	$8K	Hold	136	–	–	0.01%	278
2022 Q2	$9K	Hold	136	–	–	0.01%	242
2022 Q1	$10K	Hold	136	–	–	0.01%	262
2021 Q4	$9K	Buy	+136	New	+$9.14K	0.01%	261

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

Operose Advisors's CDC Position: Q2 2026 in Review

Operose Advisors reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 35% in Q2 2026, selling an estimated $3.49K and leaving 88 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Operose Advisors first reported a position in CDC in Q4 2021 and has held it in 19 quarters since. The position peaked at $938K in Q4 2023. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

Operose Advisors held 88 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $6.54K as of Q2 2026.
Operose Advisors sold 48 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $3.49K.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #426 holding.
Operose Advisors first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2021 and has held it in 19 quarters since.
Operose Advisors's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $938K in Q4 2023.
101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.