Smith Thornton Advisors’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Smith Thornton Advisors’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	$623K	Sell	8,186 -68	-0.8%	-$4.95K	0.27%	73
2026 Q1	$590K	Sell	8,254 -225	-3%	-$15.9K	0.3%	73
2025 Q4	$559K	Hold	8,479	–	–	0.28%	76
2025 Q3	$566K	Sell	8,479 -1	-0%	-$66	0.3%	74
2025 Q2	$540K	Sell	8,480 -100	-1%	-$6.24K	0.31%	72
2025 Q1	$564K	Sell	8,580 -31,144	-78%	-$2.01M	0.35%	68
2024 Q4	$2.49M	Sell	39,724 -1,481	-4%	-$96.2K	1.57%	20
2024 Q3	$2.68M	Sell	41,205 -626	-1%	-$38.8K	1.76%	15
2024 Q2	$2.45M	Buy	+41,831	New	+$2.46M	1.8%	17

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

Smith Thornton Advisors's CDC Position: Q2 2026 in Review

Smith Thornton Advisors reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 0.82% in Q2 2026, selling an estimated $4.95K and leaving 8,186 shares worth $623K. The position accounts for 0.27% of the portfolio, ranked #73.

Smith Thornton Advisors first reported a position in CDC in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.68M in Q3 2024. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

Smith Thornton Advisors held 8,186 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $623K as of Q2 2026.
Smith Thornton Advisors sold 68 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $4.95K.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.27% of Smith Thornton Advisors's portfolio in Q2 2026, its #73 holding.
Smith Thornton Advisors first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2024 and has held it in 9 quarters since.
Smith Thornton Advisors's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $2.68M in Q3 2024.
101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.