SAG
CDC icon

SageView Advisory Group’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

SageView Advisory 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
Q1 		– Sell
-259
Closed -$17.1K – 892
2025
Q4 		$17.1K Buy
+259
New +$17.1K ﹤0.01% 1517

Other funds holding CDC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

SageView Advisory Group's CDC Position: Q1 2026 in Review

SageView Advisory Group sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q1 2026, closing a stake of 259 shares — an estimated $17.1K sold.

SageView Advisory Group first reported a position in CDC in Q4 2025 and held it in 1 quarter. The position peaked at $17.1K in Q4 2025. 100 funds tracked by Wall St. Rank hold CDC as of Q1 2026.

  • SageView Advisory Group reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 259 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $17.1K.
  • SageView Advisory Group first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $17.1K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.