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 Q2	$570K	Buy	7,663 +2,782	+57%	+$202K	0.02%	588
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Simplicity Wealth's CDC Position: Q2 2026 in Review

Simplicity Wealth increased its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 57% in Q2 2026, buying an estimated $202K and bringing the position to 7,663 shares worth $570K. The position accounts for 0.02% of the portfolio, ranked #588.

Simplicity Wealth first reported a position in CDC in Q3 2025 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

Simplicity Wealth held 7,663 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $570K as of Q2 2026.
Simplicity Wealth bought 2,782 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $202K.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #588 holding.
Simplicity Wealth first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2025 and has held it in 4 quarters since.
101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.