PFGIA
CDC icon

Patriot Financial Group Insurance Agency’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Patriot Financial Group Insurance Agency’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 		$528K Sell
7,095
-7,709
-52% -$561K 0.05% 302
2026
Q1 		$1.06M Buy
14,804
+7,423
+101% +$525K 0.06% 295
2025
Q4 		$486K Sell
7,381
-402
-5% -$26.5K 0.06% 295
2025
Q3 		$519K Sell
7,783
-118
-1% -$7.73K 0.07% 276
2025
Q2 		$503K Buy
7,901
+34
+0.4% +$2.12K 0.06% 312
2025
Q1 		$517K Sell
7,867
-273
-3% -$17.6K 0.07% 285
2024
Q4 		$509K Sell
8,140
-108
-1% -$7.01K 0.07% 280
2024
Q3 		$536K Buy
8,248
+81
+1% +$5.02K 0.07% 285
2024
Q2 		$478K Sell
8,167
-275
-3% -$16.1K 0.07% 279
2024
Q1 		$503K Buy
8,442
+128
+2% +$7.24K 0.08% 272
2023
Q4 		$470K Sell
8,314
-434
-5% -$24.3K 0.09% 257
2023
Q3 		$489K Buy
8,748
+194
+2% +$11K 0.1% 237
2023
Q2 		$493K Buy
8,554
+342
+4% +$20.1K 0.09% 244
2023
Q1 		$498K Buy
8,212
+542
+7% +$33.9K 0.1% 221
2022
Q4 		$476K Buy
7,670
+224
+3% +$14K 0.06% 220
2022
Q3 		$442K Sell
7,446
-759
-9% -$50.4K 0.11% 213
2022
Q2 		$542K Sell
8,205
-747
-8% -$52.2K 0.11% 190
2022
Q1 		$643K Buy
8,952
+224
+3% +$15.7K 0.11% 198
2021
Q4 		$607K Buy
8,728
+777
+10% +$52.2K 0.1% 207
2021
Q3 		$512K Buy
7,951
+34
+0.4% +$2.23K 0.09% 229
2021
Q2 		$511K Buy
7,917
+154
+2% +$10K 0.09% 225
2021
Q1 		$484K Buy
7,763
+1,219
+19% +$70.4K 0.11% 192
2020
Q4 		$352K Buy
6,544
+936
+17% +$47.9K 0.09% 229
2020
Q3 		$266K Buy
5,608
+870
+18% +$41.5K 0.09% 218
2020
Q2 		$221K Buy
4,738
+668
+16% +$30.5K 0.08% 222
2020
Q1 		$168K Sell
4,070
-931
-19% -$42.7K 0.08% 238
2019
Q4 		$245K Buy
5,001
+2,577
+106% +$122K 0.09% 192
2019
Q3 		$113K Sell
2,424
-299
-11% -$13.6K 0.05% 292
2019
Q2 		$125K Buy
2,723
+115
+4% +$5.17K 0.05% 271
2019
Q1 		$116K Buy
2,608
+710
+37% +$31K 0.06% 245
2018
Q4 		$80K Buy
1,898
+15
+0.8% +$681 0.05% 242
2018
Q3 		$89K Buy
1,883
+6
+0.3% +$285 0.05% 213
2018
Q2 		$87K Buy
1,877
+310
+20% +$14.2K 0.09% 130
2018
Q1 		$70K Buy
1,567
+604
+63% +$27.9K 0.05% 266
2017
Q4 		$45K Buy
963
+7
+0.7% +$319 0.03% 315
2017
Q3 		$43K Buy
956
+4
+0.4% +$175 0.04% 278
2017
Q2 		$41K Buy
+952
New +$41K 0.04% 268

Other funds holding CDC

AFW
Atlantic Family Wealth Coral Gables, Florida $156M AUM 21.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CDC Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 52% in Q2 2026, selling an estimated $561K and leaving 7,095 shares worth $528K. The position accounts for 0.05% of the portfolio, ranked #302.

Patriot Financial Group Insurance Agency first reported a position in CDC in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.06M in Q1 2026. 43 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 7,095 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $528K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 7,709 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $561K.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.05% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #302 holding.
  • Patriot Financial Group Insurance Agency first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2017 and has held it in 37 quarters since.
  • Patriot Financial Group Insurance Agency's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $1.06M in Q1 2026.
  • 43 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.