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Silver Oak Securities’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Silver Oak Securities’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 		$34.2M Sell
460,359
-6,903
-1% -$502K 2.08% 3
2026
Q1 		$33.4M Sell
467,262
-17,549
-4% -$1.24M 2.44% 3
2025
Q4 		$32.2M Sell
484,811
-13,770
-3% -$909K 2.17% 4
2025
Q3 		$33.3M Sell
498,581
-684
-0.1% -$44.8K 2.49% 2
2025
Q2 		$31.8M Sell
499,265
-13,513
-3% -$843K 2.58% 2
2025
Q1 		$33.3M Buy
512,778
+859
+0.2% +$55.3K 3.05% 2
2024
Q4 		$31.9M Buy
511,919
+13,082
+3% +$849K 2.96% 2
2024
Q3 		$32.3M Sell
498,837
-973
-0.2% -$60.3K 3.41% 2
2024
Q2 		$29.3M Sell
499,810
-24,069
-5% -$1.41M 4.39% 2
2024
Q1 		$31.2M Sell
523,879
-34,404
-6% -$1.95M 4.77% 2
2023
Q4 		$31.6M Sell
558,283
-66,128
-11% -$3.7M 4.24% 2
2023
Q3 		$34.9M Sell
624,411
-33,147
-5% -$1.89M 7.58% 1
2023
Q2 		$37.9M Sell
657,558
-12,352
-2% -$727K 6.09% 1
2023
Q1 		$40.6M Buy
669,910
+22,254
+3% +$1.39M 6.67% 1
2022
Q4 		$40.2M Buy
647,656
+23,245
+4% +$1.45M 7.55% 2
2022
Q3 		$34.9M Buy
624,411
+54,565
+10% +$3.63M 7.58% 1
2022
Q2 		$38.1M Buy
569,846
+30,021
+6% +$2.1M 8.53% 2
2022
Q1 		$39M Buy
+539,825
New +$37.8M 7.92% 2

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Silver Oak Securities's CDC Position: Q2 2026 in Review

Silver Oak Securities reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 1.5% in Q2 2026, selling an estimated $502K and leaving 460,359 shares worth $34.2M. The position accounts for 2.08% of the portfolio, ranked #3.

Silver Oak Securities first reported a position in CDC in Q1 2022 and has held it in 18 quarters since. The position peaked at $40.6M in Q1 2023. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

  • Silver Oak Securities held 460,359 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $34.2M as of Q2 2026.
  • Silver Oak Securities sold 6,903 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $502K.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 2.08% of Silver Oak Securities's portfolio in Q2 2026, its #3 holding.
  • Silver Oak Securities first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2022 and has held it in 18 quarters since.
  • Silver Oak Securities's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $40.6M in Q1 2023.
  • 101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.