SW
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Simplicity Wealth’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Simplicity Wealth’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 		$349K Buy
4,881
+664
+16% +$46.9K 0.02% 546
2025
Q4 		$278K Buy
4,217
+182
+5% +$12K 0.02% 580
2025
Q3 		$269K Buy
+4,035
New +$264K 0.02% 591

Other funds holding CDC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
AFW
Atlantic Family Wealth Coral Gables, Florida $138M AUM 14.54% 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 $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Simplicity Wealth's CDC Position: Q1 2026 in Review

Simplicity Wealth increased its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 16% in Q1 2026, buying an estimated $46.9K and bringing the position to 4,881 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #546.

Simplicity Wealth first reported a position in CDC in Q3 2025 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold CDC as of Q1 2026.

  • Simplicity Wealth held 4,881 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $349K as of Q1 2026.
  • Simplicity Wealth bought 664 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $46.9K.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #546 holding.
  • Simplicity Wealth first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2025 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.