Rockefeller Capital Management
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Rockefeller Capital Management’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Rockefeller Capital 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 		$12.1M Sell
162,452
-2,313
-1% -$168K 0.02% 659
2026
Q1 		$11.8M Sell
164,765
-2,701
-2% -$191K 0.02% 623
2025
Q4 		$11M Buy
167,466
+147,503
+739% +$9.74M 0.02% 634
2025
Q3 		$1.33M Sell
19,963
-2,015
-9% -$132K ﹤0.01% 1303
2025
Q2 		$1.4M Sell
21,978
-1,625
-7% -$101K ﹤0.01% 1221
2025
Q1 		$1.55M Sell
23,603
-188
-0.8% -$12.1K ﹤0.01% 1120
2024
Q4 		$1.49M Buy
23,791
+178
+0.8% +$11.6K ﹤0.01% 1123
2024
Q3 		$1.53M Buy
23,613
+229
+1% +$14.2K ﹤0.01% 1089
2024
Q2 		$1.37M Sell
23,384
-330
-1% -$19.4K ﹤0.01% 1104
2024
Q1 		$1.41M Sell
23,714
-356
-1% -$20.1K ﹤0.01% 1141
2023
Q4 		$1.36M Buy
24,070
+718
+3% +$40.1K ﹤0.01% 1042
2023
Q3 		$1.3M Buy
23,352
+134
+0.6% +$7.62K 0.01% 997
2023
Q2 		$1.34M Sell
23,218
-153
-0.7% -$9K 0.01% 979
2023
Q1 		$1.42M Sell
23,371
-412
-2% -$25.8K 0.01% 944
2022
Q4 		$1.48M Sell
23,783
-605
-2% -$37.8K 0.01% 863
2022
Q3 		$1.45M Sell
24,388
-1,801
-7% -$120K 0.01% 878
2022
Q2 		$1.73M Sell
26,189
-5,554
-17% -$388K 0.01% 812
2022
Q1 		$2.28M Sell
31,743
-296
-0.9% -$20.7K 0.01% 762
2021
Q4 		$2.23M Sell
32,039
-117
-0.4% -$7.86K 0.01% 759
2021
Q3 		$2.07M Buy
32,156
+1,942
+6% +$127K 0.01% 737
2021
Q2 		$1.95M Sell
30,214
-441
-1% -$28.7K 0.01% 723
2021
Q1 		$1.91M Sell
30,655
-2,107
-6% -$122K 0.01% 591
2020
Q4 		$1.76M Buy
32,762
+2,136
+7% +$109K 0.01% 560
2020
Q3 		$1.45M Buy
30,626
+2,612
+9% +$125K 0.01% 502
2020
Q2 		$1.3M Sell
28,014
-2,723
-9% -$124K 0.01% 491
2020
Q1 		$1.27M Buy
30,737
+4,756
+18% +$218K 0.02% 429
2019
Q4 		$1.27M Sell
25,981
-4,342
-14% -$206K 0.02% 411
2019
Q3 		$1.41M Sell
30,323
-11,666
-28% -$531K 0.02% 338
2019
Q2 		$1.91M Sell
41,989
-94,031
-69% -$4.23M 0.03% 257
2019
Q1 		$6.06M Buy
136,020
+135,370
+20,826% +$5.91M 0.09% 143
2018
Q4 		$28K Buy
+650
New +$29.5K ﹤0.01% 583

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

Rockefeller Capital Management's CDC Position: Q2 2026 in Review

Rockefeller Capital Management reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 1.4% in Q2 2026, selling an estimated $168K and leaving 162,452 shares worth $12.1M. The position accounts for 0.02% of the portfolio, ranked #659.

Rockefeller Capital Management first reported a position in CDC in Q4 2018 and has held it in 31 quarters since. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

  • Rockefeller Capital Management held 162,452 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $12.1M as of Q2 2026.
  • Rockefeller Capital Management sold 2,313 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $168K.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.02% of Rockefeller Capital Management's portfolio in Q2 2026, its #659 holding.
  • Rockefeller Capital Management first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2018 and has held it in 31 quarters since.
  • 101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.