PWM
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Platt Wealth Management’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Platt Wealth Management’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 		$220K Hold
2,968
– – 0.18% 56
2026
Q1 		$212K Buy
+2,968
New +$210K 0.21% 50

Other funds holding CDC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
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

Platt Wealth Management's CDC Position: Q2 2026 in Review

Platt Wealth Management held its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) position steady in Q2 2026 at 2,968 shares worth $220K. The position accounts for 0.18% of the portfolio, ranked #56.

Platt Wealth Management first reported a position in CDC in Q1 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

  • Platt Wealth Management held 2,968 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $220K as of Q2 2026.
  • Platt Wealth Management 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 0.18% of Platt Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Platt Wealth Management first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2026 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Platt Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.